Cape Investment Advisory, Inc. - ISHARES TR ownership

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
Cape Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$56,563
-2.7%
1480.0%0.03%0.0%
Q2 2023$58,145
+15.8%
1480.0%0.03%
+3.2%
Q1 2023$50,2191480.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legacy Financial Strategies, LLC 41,850$16,780,9715.39%
Stuart Chaussee & Associates, Inc. 41,123$15,716,3885.22%
Mathes Company, Inc. 27,453$10,4924.87%
SHELTON WEALTH MANAGEMENT, LLC 9,878$3,775,3863.02%
AFT, FORSYTH & COMPANY, INC. 9,543$3,647,2492.67%
CIC Wealth, LLC 18,957$7,244,8792.60%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 189,336$72,3612.45%
Milestone Advisory Partners 6,753$2,580,8622.15%
Equitable Holdings, Inc. 379,950$145,209,2912.08%
Campion Asset Management 5,825$2,226,1992.06%
View complete list of ISHARES TR shareholders