ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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. | 42,704 | $12,572,000 | 27.18% |
Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |