ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $972,266 | +12.1% | 2,544 | +15.3% | 0.40% | +12.0% |
Q2 2023 | $867,064 | +15.9% | 2,207 | +0.1% | 0.36% | +8.5% |
Q1 2023 | $748,201 | +21.2% | 2,205 | 0.0% | 0.33% | +12.6% |
Q4 2022 | $617,400 | +12.9% | 2,205 | +11.4% | 0.29% | +3.9% |
Q3 2022 | $547,000 | -6.5% | 1,980 | -0.3% | 0.28% | -2.4% |
Q2 2022 | $585,000 | -40.4% | 1,986 | -21.3% | 0.29% | -30.1% |
Q1 2022 | $981,000 | -13.1% | 2,524 | -1.8% | 0.42% | -12.3% |
Q4 2021 | $1,129,000 | -2.3% | 2,571 | -10.1% | 0.47% | -11.4% |
Q3 2021 | $1,155,000 | +12.6% | 2,861 | +14.7% | 0.53% | +11.7% |
Q2 2021 | $1,026,000 | +9.6% | 2,494 | -3.8% | 0.48% | -0.4% |
Q1 2021 | $936,000 | -15.3% | 2,593 | -17.9% | 0.48% | -20.8% |
Q4 2020 | $1,105,000 | +28.6% | 3,159 | +13.7% | 0.61% | +11.2% |
Q3 2020 | $859,000 | +26.5% | 2,778 | +14.1% | 0.54% | +14.5% |
Q2 2020 | $679,000 | +55.4% | 2,434 | +17.9% | 0.48% | +24.9% |
Q1 2020 | $437,000 | – | 2,064 | – | 0.38% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |