ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,062 | -2.7% | 1,175 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $461,623 | +15.8% | 1,175 | 0.0% | 0.02% | +13.3% |
| Q1 2023 | $398,701 | +21.2% | 1,175 | 0.0% | 0.02% | +15.4% |
| Q4 2022 | $329,000 | +1.3% | 1,175 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $324,782 | -13.1% | 1,175 | -7.5% | 0.01% | -6.7% |
| Q2 2022 | $373,875 | +62005.5% | 1,270 | -18.1% | 0.02% | -25.0% |
| Q1 2022 | $602 | -99.9% | 1,550 | -1.9% | 0.02% | -4.8% |
| Q4 2021 | $694,000 | +7.4% | 1,580 | -1.2% | 0.02% | -4.5% |
| Q3 2021 | $646,000 | +1.6% | 1,600 | +1.6% | 0.02% | +4.8% |
| Q2 2021 | $636,000 | +12.0% | 1,575 | 0.0% | 0.02% | +5.0% |
| Q1 2021 | $568,000 | +3.1% | 1,575 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $551,000 | +13.1% | 1,575 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $487,000 | +10.7% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $440,000 | – | 1,575 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |