ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,675 | -2.1% | 749 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $293,872 | +18.5% | 748 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $248,002 | +31.3% | 748 | +10.8% | 0.01% | 0.0% |
| Q4 2022 | $188,866 | +2598.1% | 675 | +3275.0% | 0.01% | +1200.0% |
| Q4 2020 | $7,000 | +16.7% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +100.0% | 20 | +66.7% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $3,000 | +50.0% | 12 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $2,000 | – | 12 | – | 0.00% | – |
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% |