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 | $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 ↓ |
|---|---|---|---|
| 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% |