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 | $747,162 | +92.5% | 1,955 | +97.9% | 0.00% | – |
| Q2 2023 | $388,156 | +15.8% | 988 | 0.0% | 0.00% | – |
| Q1 2023 | $335,248 | +17.4% | 988 | -3.1% | 0.00% | – |
| Q4 2022 | $285,600 | -48.6% | 1,020 | -49.3% | 0.00% | – |
| Q3 2022 | $556,000 | -14.7% | 2,013 | -9.1% | 0.00% | – |
| Q2 2022 | $652,000 | +57.9% | 2,215 | +108.6% | 0.00% | – |
| Q1 2022 | $413,000 | +72.8% | 1,062 | +95.2% | 0.00% | – |
| Q4 2021 | $239,000 | +11.2% | 544 | +2.3% | 0.00% | – |
| Q3 2021 | $215,000 | -12.2% | 532 | -12.2% | 0.00% | – |
| Q2 2021 | $245,000 | +2.1% | 606 | -51.3% | 0.00% | – |
| Q2 2018 | $240,000 | -33.1% | 1,244 | -37.8% | 0.00% | – |
| Q1 2018 | $359,000 | +6.2% | 2,000 | 0.0% | 0.00% | – |
| Q4 2017 | $338,000 | -34.5% | 2,000 | -39.8% | 0.00% | – |
| Q3 2017 | $516,000 | +98.5% | 3,320 | +84.4% | 0.00% | – |
| Q2 2017 | $260,000 | – | 1,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |