ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180 | +12.7% | 3,117 | +1.1% | 0.63% | +10.7% |
| Q1 2023 | $1,047 | +5.2% | 3,084 | -9.7% | 0.57% | -0.5% |
| Q4 2022 | $995 | -99.9% | 3,417 | -0.5% | 0.57% | -2.9% |
| Q3 2022 | $971,000 | -20.5% | 3,434 | -8.5% | 0.59% | -16.2% |
| Q3 2020 | $1,221,000 | +36.0% | 3,751 | -11.5% | 0.70% | -9.7% |
| Q1 2020 | $898,000 | -7.3% | 4,240 | +6.0% | 0.78% | +24.6% |
| Q4 2019 | $969,000 | – | 4,000 | – | 0.63% | – |
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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% |