ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 257 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $825,024 | +5.7% | 8,748 | -3.4% | 0.00% | 0.0% |
| Q1 2024 | $780,446 | -33.2% | 9,056 | +247.6% | 0.00% | -40.0% |
| Q4 2023 | $1,167,509 | +23.7% | 2,605 | +5.5% | 0.01% | 0.0% |
| Q3 2023 | $943,984 | +220.0% | 2,470 | +163.3% | 0.01% | +150.0% |
| Q2 2022 | $295,000 | +1.0% | 938 | +15.8% | 0.00% | 0.0% |
| Q1 2022 | $292,000 | -3.3% | 810 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $302,000 | -10.9% | 807 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $339,000 | +3.4% | 801 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $328,000 | – | 801 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |