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 | $305,744 | -13.0% | 800 | -10.6% | 0.04% | -10.4% |
| Q2 2023 | $351,619 | +14.5% | 895 | -1.1% | 0.05% | +11.6% |
| Q1 2023 | $307,085 | +21.2% | 905 | 0.0% | 0.04% | +13.2% |
| Q4 2022 | $253,400 | +1.4% | 905 | 0.0% | 0.04% | -5.0% |
| Q3 2022 | $250,000 | -6.0% | 905 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $266,000 | -15.6% | 905 | +11.7% | 0.04% | -2.4% |
| Q1 2022 | $315,000 | -3.7% | 810 | 0.0% | 0.04% | -25.0% |
| Q3 2021 | $327,000 | 0.0% | 810 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $327,000 | +12.0% | 810 | 0.0% | 0.06% | +9.6% |
| Q1 2021 | $292,000 | +1.0% | 810 | -1.8% | 0.05% | -5.5% |
| Q4 2020 | $289,000 | +13.3% | 825 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $255,000 | +7.6% | 825 | -2.9% | 0.06% | 0.0% |
| Q2 2020 | $237,000 | -2.1% | 850 | -15.0% | 0.06% | +5.8% |
| Q4 2019 | $242,000 | +11.5% | 1,000 | 0.0% | 0.05% | +4.0% |
| Q3 2019 | $217,000 | +0.5% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $216,000 | +4.9% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $206,000 | -1.4% | 1,000 | 0.0% | 0.05% | +4.2% |
| Q3 2018 | $209,000 | – | 1,000 | – | 0.05% | – |
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% |