ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,212 | -9.7% | 1,544 | -7.2% | 0.06% | -12.9% |
| Q2 2023 | $653,472 | -3.4% | 1,663 | -16.6% | 0.07% | -12.5% |
| Q1 2023 | $676,376 | +13.8% | 1,993 | -6.1% | 0.08% | +2.6% |
| Q4 2022 | $594,357 | -2.4% | 2,123 | -3.7% | 0.08% | -12.4% |
| Q3 2022 | $609,000 | -14.6% | 2,205 | -9.0% | 0.09% | -10.1% |
| Q2 2022 | $713,000 | +48.9% | 2,422 | +96.4% | 0.10% | +57.1% |
| Q1 2022 | $479,000 | +34.9% | 1,233 | +52.6% | 0.06% | +37.0% |
| Q4 2021 | $355,000 | – | 808 | – | 0.05% | – |
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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% |