ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,207 | -1.0% | 571 | +1.8% | 0.35% | +7.0% |
| Q2 2023 | $220,385 | +15.8% | 561 | 0.0% | 0.33% | +9.3% |
| Q1 2023 | $190,352 | +47.5% | 561 | +21.7% | 0.30% | +48.8% |
| Q4 2022 | $129,080 | -15.1% | 461 | -16.2% | 0.20% | -24.5% |
| Q3 2022 | $152,000 | -6.2% | 550 | 0.0% | 0.27% | -2.5% |
| Q2 2022 | $162,000 | -3.0% | 550 | +27.9% | 0.28% | +14.0% |
| Q1 2022 | $167,000 | -6.2% | 430 | +6.2% | 0.24% | -2.0% |
| Q4 2021 | $178,000 | – | 405 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |