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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,770 | -13.7% | 28 | -12.5% | 0.00% | -25.0% |
| Q3 2022 | $9,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -30.8% | 32 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $13,000 | -60.6% | 32 | -57.3% | 0.01% | -61.5% |
| Q4 2021 | $33,000 | +10.0% | 75 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $30,000 | 0.0% | 75 | 0.0% | 0.01% | +100.0% |
| Q2 2021 | $30,000 | – | 75 | – | 0.01% | – |
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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% |