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 | $579,090 | 0.0% | 1,474 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $579,090 | +15.8% | 1,474 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $500,158 | +17.5% | 1,474 | -3.0% | 0.01% | +9.1% |
Q4 2022 | $425,600 | -4.6% | 1,520 | -5.7% | 0.01% | -8.3% |
Q3 2022 | $446,000 | -6.1% | 1,612 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $475,000 | +3.5% | 1,612 | +36.6% | 0.01% | +20.0% |
Q1 2022 | $459,000 | – | 1,180 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |