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 | $855,701 | -0.5% | 2,239 | +2.2% | 0.01% | -11.1% |
| Q2 2023 | $860,385 | +8.9% | 2,190 | -6.0% | 0.01% | 0.0% |
| Q1 2023 | $790,416 | +29.1% | 2,329 | +6.5% | 0.01% | +80.0% |
| Q4 2022 | $612,360 | -99.9% | 2,187 | -52.7% | 0.01% | -28.6% |
| Q3 2022 | $638,638,000 | +80130.9% | 4,620 | +70.9% | 0.01% | -12.5% |
| Q2 2022 | $796,000 | -23.5% | 2,703 | +0.9% | 0.01% | -27.3% |
| Q1 2022 | $1,041,000 | -58.3% | 2,679 | -52.9% | 0.01% | -56.0% |
| Q4 2021 | $2,496,000 | +48.7% | 5,684 | +36.7% | 0.02% | +47.1% |
| Q3 2021 | $1,679,000 | +13.4% | 4,159 | +13.4% | 0.02% | 0.0% |
| Q2 2021 | $1,481,000 | -58.5% | 3,666 | -62.9% | 0.02% | -62.2% |
| Q1 2021 | $3,566,000 | +1.0% | 9,883 | -2.4% | 0.04% | +9.8% |
| Q4 2020 | $3,532,000 | -99.9% | 10,121 | +8334.2% | 0.04% | -10.9% |
| Q3 2020 | $2,481,000,000 | – | 120 | – | 0.05% | – |
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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% |