ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,969 | -2.7% | 1,371 | 0.0% | 0.49% | +1.2% |
| Q2 2023 | $538,625 | +15.8% | 1,371 | 0.0% | 0.49% | +5.4% |
| Q1 2023 | $465,208 | +21.2% | 1,371 | 0.0% | 0.46% | +14.6% |
| Q4 2022 | $383,880 | +1.3% | 1,371 | 0.0% | 0.40% | -21.2% |
| Q3 2022 | $379,000 | -11.4% | 1,371 | -5.8% | 0.51% | -9.7% |
| Q2 2022 | $428,000 | -24.2% | 1,455 | 0.0% | 0.57% | -3.1% |
| Q1 2022 | $565,000 | -14.9% | 1,455 | -3.8% | 0.59% | -9.7% |
| Q4 2021 | $664,000 | – | 1,513 | – | 0.65% | – |
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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% |