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 | $7,261 | -2.7% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,465 | +15.8% | 19 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $6,447 | +21.2% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,320 | -99.9% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,252,000 | -6.1% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,593,000 | -24.3% | 19 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $7,384,000 | -11.5% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,341,000 | +8.8% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,669,000 | -0.1% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,676,000 | +12.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,856,000 | +3.1% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,647,000 | +13.2% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,872,000 | +10.7% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,304,000 | +132500.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | +25.0% | 19 | 0.0% | 0.00% | +50.0% |
| Q3 2019 | $4,000 | 0.0% | 19 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $4,000 | – | 19 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |