ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,931 | -15.1% | 1,418 | -12.7% | 0.14% | -12.3% |
| Q2 2023 | $638,430 | +11.0% | 1,625 | -4.1% | 0.16% | +6.9% |
| Q1 2023 | $575,161 | -26.1% | 1,695 | -39.0% | 0.14% | -27.5% |
| Q4 2022 | $777,850 | -76.1% | 2,778 | -76.4% | 0.20% | -78.0% |
| Q3 2022 | $3,258,000 | -0.2% | 11,787 | +6.2% | 0.91% | +0.2% |
| Q2 2022 | $3,266,000 | -54.9% | 11,094 | -40.4% | 0.91% | -43.7% |
| Q1 2022 | $7,237,000 | -5.6% | 18,621 | +6.6% | 1.61% | -0.9% |
| Q4 2021 | $7,669,000 | +13.3% | 17,469 | +4.2% | 1.62% | +1.8% |
| Q3 2021 | $6,768,000 | +7.3% | 16,768 | +9.9% | 1.60% | +9.8% |
| Q2 2021 | $6,309,000 | -6.1% | 15,253 | -18.0% | 1.45% | -12.9% |
| Q1 2021 | $6,716,000 | +4.6% | 18,611 | +1.4% | 1.67% | -6.8% |
| Q4 2020 | $6,421,000 | – | 18,356 | – | 1.79% | – |
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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% |