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 | $1,164,018 | -8.4% | 3,043 | -5.9% | 0.02% | -5.9% |
| Q2 2023 | $1,271,082 | +18.9% | 3,235 | +2.7% | 0.02% | +6.2% |
| Q1 2023 | $1,069,299 | +1.2% | 3,151 | -16.5% | 0.02% | -5.9% |
| Q4 2022 | $1,056,911 | -8.8% | 3,775 | -10.0% | 0.02% | -15.0% |
| Q3 2022 | $1,159,370 | -38.9% | 4,194 | -34.9% | 0.02% | -44.4% |
| Q2 2022 | $1,897,000 | -11.0% | 6,445 | +17.5% | 0.04% | +2.9% |
| Q1 2022 | $2,132,000 | – | 5,486 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |