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 | $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% | – |
Download |
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% |