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 | $413,137 | -3.4% | 1,081 | -0.7% | 0.23% | +1.3% |
| Q2 2023 | $427,835 | +15.8% | 1,089 | 0.0% | 0.23% | +12.3% |
| Q1 2023 | $369,519 | +12.1% | 1,089 | -7.5% | 0.20% | +9.1% |
| Q4 2022 | $329,560 | +3.6% | 1,177 | +2.2% | 0.19% | -8.3% |
| Q3 2022 | $318,000 | -6.5% | 1,152 | -0.4% | 0.20% | -1.4% |
| Q2 2022 | $340,000 | -27.7% | 1,157 | -4.4% | 0.21% | -18.2% |
| Q1 2022 | $470,000 | -12.0% | 1,210 | -0.7% | 0.25% | +0.4% |
| Q4 2021 | $534,000 | – | 1,218 | – | 0.25% | – |
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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% |