ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $334,358 | +21.2% | 985 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $275,892 | +27.1% | 985 | +25.5% | 0.01% | +20.0% |
| Q3 2022 | $217,000 | -16.9% | 785 | -11.5% | 0.01% | -16.7% |
| Q2 2022 | $261,000 | -24.3% | 887 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $345,000 | -2.0% | 887 | +10.6% | 0.01% | 0.0% |
| Q4 2021 | $352,000 | +8.6% | 802 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $324,000 | +4.5% | 802 | +4.6% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | +15.2% | 767 | +2.7% | 0.01% | 0.0% |
| Q1 2021 | $269,000 | +2.7% | 747 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $262,000 | +20.7% | 747 | +6.4% | 0.01% | +16.7% |
| Q3 2020 | $217,000 | – | 702 | – | 0.01% | – |
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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% |