ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 278 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,780,971 | +4.2% | 41,850 | +2.1% | 5.39% | +0.2% |
| Q2 2023 | $16,102,655 | +20.6% | 40,987 | +4.2% | 5.38% | +8.7% |
| Q1 2023 | $13,349,324 | +30.6% | 39,341 | +7.8% | 4.95% | +17.1% |
| Q4 2022 | $10,220,537 | +4.5% | 36,502 | +3.2% | 4.23% | -7.1% |
| Q3 2022 | $9,779,000 | +4.7% | 35,377 | +11.5% | 4.55% | -1.4% |
| Q2 2022 | $9,344,000 | -19.5% | 31,741 | +6.2% | 4.61% | -6.8% |
| Q1 2022 | $11,613,000 | +0.7% | 29,881 | +13.7% | 4.95% | -0.7% |
| Q4 2021 | $11,535,000 | +9.6% | 26,274 | +0.7% | 4.99% | +0.7% |
| Q3 2021 | $10,529,000 | +3.2% | 26,085 | +3.3% | 4.95% | +1.4% |
| Q2 2021 | $10,201,000 | +17.6% | 25,250 | +5.0% | 4.89% | +6.5% |
| Q1 2021 | $8,676,000 | +5.6% | 24,043 | +2.4% | 4.59% | +9.5% |
| Q4 2020 | $8,215,000 | +13.2% | 23,482 | +0.0% | 4.19% | +0.2% |
| Q3 2020 | $7,257,000 | +576.3% | 23,480 | +511.0% | 4.18% | +404.0% |
| Q2 2020 | $1,073,000 | +34.3% | 3,843 | +1.9% | 0.83% | +9.2% |
| Q1 2020 | $799,000 | -10.9% | 3,772 | +1.8% | 0.76% | +4.8% |
| Q4 2019 | $897,000 | +16.0% | 3,704 | +7.8% | 0.72% | +5.2% |
| Q3 2019 | $773,000 | +6.3% | 3,436 | +5.6% | 0.69% | +1.3% |
| Q2 2019 | $727,000 | +12.0% | 3,254 | +3.4% | 0.68% | +22.6% |
| Q1 2019 | $649,000 | +33.3% | 3,148 | +11.1% | 0.55% | +14.7% |
| Q4 2018 | $487,000 | -1.8% | 2,834 | +5.1% | 0.48% | -4.4% |
| Q3 2018 | $496,000 | – | 2,697 | – | 0.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |