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 | $366,418 | -2.7% | 959 | 0.0% | 0.09% | +3.4% |
Q2 2023 | $376,667 | +15.8% | 959 | +0.1% | 0.09% | +10.0% |
Q1 2023 | $325,161 | +27.3% | 958 | +5.0% | 0.08% | +15.9% |
Q4 2022 | $255,348 | -3.3% | 912 | -4.6% | 0.07% | -12.7% |
Q3 2022 | $264,000 | +25.1% | 956 | +33.0% | 0.08% | +27.4% |
Q2 2022 | $211,000 | +1.0% | 719 | +33.1% | 0.06% | +21.6% |
Q1 2022 | $209,000 | – | 540 | – | 0.05% | – |
Download |
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% |