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 | $19,129 | -2.6% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,644 | -3.5% | 50 | -16.7% | 0.01% | 0.0% |
| Q1 2023 | $20,359 | +21.2% | 60 | 0.0% | 0.01% | +27.3% |
| Q4 2022 | $16,800 | -1.2% | 60 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $17,000 | -73.0% | 60 | -72.1% | 0.01% | -66.7% |
| Q2 2022 | $63,000 | -21.2% | 215 | +4.4% | 0.04% | -7.7% |
| Q1 2022 | $80,000 | -11.1% | 206 | +0.5% | 0.04% | -9.3% |
| Q4 2021 | $90,000 | +2.3% | 205 | -5.5% | 0.04% | -6.5% |
| Q3 2021 | $88,000 | -12.0% | 217 | -12.1% | 0.05% | -16.4% |
| Q2 2021 | $100,000 | +12.4% | 247 | 0.0% | 0.06% | +1.9% |
| Q1 2021 | $89,000 | -27.0% | 247 | -29.2% | 0.05% | -37.9% |
| Q4 2020 | $122,000 | -4.7% | 349 | -15.7% | 0.09% | -33.1% |
| Q3 2020 | $128,000 | +10.3% | 414 | 0.0% | 0.13% | +1.6% |
| Q2 2020 | $116,000 | +45.0% | 414 | +9.5% | 0.13% | +12.3% |
| Q1 2020 | $80,000 | -11.1% | 378 | +1.6% | 0.11% | +21.3% |
| Q4 2019 | $90,000 | – | 372 | – | 0.09% | – |
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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% |