ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 278 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,226,199 | -2.6% | 5,825 | +0.1% | 2.06% | +0.9% |
| Q2 2023 | $2,286,503 | +32.8% | 5,820 | +14.7% | 2.04% | +25.4% |
| Q1 2023 | $1,722,049 | +32.1% | 5,075 | +9.0% | 1.63% | +27.0% |
| Q4 2022 | $1,303,400 | -18.3% | 4,655 | -19.3% | 1.28% | -24.1% |
| Q3 2022 | $1,595,000 | -6.0% | 5,770 | +0.2% | 1.69% | +0.6% |
| Q2 2022 | $1,696,000 | -26.8% | 5,760 | -3.4% | 1.68% | -15.0% |
| Q1 2022 | $2,316,000 | -9.6% | 5,960 | +2.1% | 1.97% | -7.2% |
| Q4 2021 | $2,562,000 | +5.7% | 5,835 | -2.8% | 2.12% | -1.7% |
| Q3 2021 | $2,424,000 | -24.9% | 6,005 | -24.8% | 2.16% | -19.3% |
| Q2 2021 | $3,226,000 | -43.9% | 7,985 | -49.9% | 2.68% | -38.4% |
| Q1 2021 | $5,747,000 | – | 15,925 | – | 4.34% | – |
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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% |