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 | $567,563 | -2.7% | 1,485 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $583,438 | +15.8% | 1,485 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $503,911 | +117.3% | 1,485 | +79.3% | 0.01% | +100.0% |
| Q4 2022 | $231,853 | -39.8% | 828 | -40.7% | 0.00% | -40.0% |
| Q3 2022 | $385,000 | -5.6% | 1,396 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $408,000 | -11.7% | 1,383 | +16.2% | 0.01% | 0.0% |
| Q1 2022 | $462,000 | -11.7% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $523,000 | +10.3% | 1,190 | +1.3% | 0.01% | 0.0% |
| Q3 2021 | $474,000 | +10.0% | 1,175 | +10.0% | 0.01% | +25.0% |
| Q2 2021 | $431,000 | +39.0% | 1,068 | +20.8% | 0.00% | 0.0% |
| Q4 2020 | $310,000 | +13.6% | 884 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $273,000 | +264.0% | 884 | +151.1% | 0.00% | +300.0% |
| Q1 2020 | $75,000 | +11.9% | 352 | -47.5% | 0.00% | -50.0% |
| Q3 2015 | $67,000 | -4.3% | 671 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $70,000 | +1.4% | 671 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $69,000 | +1.5% | 671 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $68,000 | +3.0% | 671 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $66,000 | +3.1% | 671 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $64,000 | -59.2% | 671 | -61.2% | 0.00% | -60.0% |
| Q1 2014 | $157,000 | +1.9% | 1,730 | 0.0% | 0.01% | +25.0% |
| Q4 2013 | $154,000 | +11.6% | 1,730 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $138,000 | +7.0% | 1,730 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $129,000 | – | 1,730 | – | 0.00% | – |
Download | ||||||
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% |