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 | $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 ↓ |
|---|---|---|---|
| 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% |