ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 337 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,590,111 | +8.0% | 16,860 | -1.3% | 0.04% | -2.2% |
| Q1 2024 | $1,472,846 | +530.5% | 17,090 | +3180.2% | 0.04% | +462.5% |
| Q4 2023 | $233,586 | -16.0% | 521 | -32.4% | 0.01% | -70.4% |
| Q1 2021 | $278,000 | -0.4% | 771 | -3.4% | 0.03% | -6.9% |
| Q4 2020 | $279,000 | +13.0% | 798 | 0.0% | 0.03% | -3.3% |
| Q3 2020 | $247,000 | +10.8% | 798 | 0.0% | 0.03% | -16.7% |
| Q2 2020 | $223,000 | – | 798 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |