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 | $24,842 | -2.7% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,537 | +15.8% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,056 | +21.2% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,200 | +1.1% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -24.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -99.7% | 65 | -99.7% | 0.00% | -99.8% |
| Q4 2021 | $9,270,000 | +8.8% | 21,115 | 0.0% | 0.43% | 0.0% |
| Q3 2021 | $8,523,000 | -0.1% | 21,115 | 0.0% | 0.43% | -2.1% |
| Q2 2021 | $8,530,000 | +12.0% | 21,115 | 0.0% | 0.44% | +6.3% |
| Q1 2021 | $7,619,000 | +2.4% | 21,115 | -0.7% | 0.41% | -2.6% |
| Q4 2020 | $7,439,000 | +12.5% | 21,265 | -0.6% | 0.42% | 0.0% |
| Q3 2020 | $6,611,000 | +10.7% | 21,390 | 0.0% | 0.42% | +0.5% |
| Q2 2020 | $5,971,000 | +30.3% | 21,390 | -1.1% | 0.42% | +8.0% |
| Q1 2020 | $4,582,000 | -13.3% | 21,635 | -0.9% | 0.39% | +9.9% |
| Q4 2019 | $5,287,000 | +11.6% | 21,835 | 0.0% | 0.35% | +3.5% |
| Q3 2019 | $4,739,000 | +0.6% | 21,835 | 0.0% | 0.34% | -2.8% |
| Q2 2019 | $4,709,000 | +4.6% | 21,835 | 0.0% | 0.35% | 0.0% |
| Q1 2019 | $4,503,000 | +18.6% | 21,835 | -1.3% | 0.35% | +0.9% |
| Q4 2018 | $3,797,000 | -18.0% | 22,115 | 0.0% | 0.35% | -4.4% |
| Q3 2018 | $4,630,000 | +7.7% | 22,115 | -0.8% | 0.36% | -0.8% |
| Q2 2018 | $4,300,000 | +7.5% | 22,290 | 0.0% | 0.37% | +5.1% |
| Q1 2018 | $3,999,000 | +5.7% | 22,290 | -0.6% | 0.35% | +5.7% |
| Q4 2017 | $3,785,000 | +8.7% | 22,425 | 0.0% | 0.33% | +4.7% |
| Q3 2017 | $3,482,000 | +7.0% | 22,425 | -0.3% | 0.32% | +1.6% |
| Q2 2017 | $3,254,000 | +4.1% | 22,497 | -0.3% | 0.31% | -1.0% |
| Q1 2017 | $3,125,000 | +10.3% | 22,572 | -1.4% | 0.31% | +4.3% |
| Q4 2016 | $2,834,000 | -1.0% | 22,887 | -1.2% | 0.30% | -5.3% |
| Q3 2016 | $2,863,000 | +2.9% | 23,162 | -8.4% | 0.32% | +3.6% |
| Q2 2016 | $2,781,000 | -2.6% | 25,290 | -1.9% | 0.31% | -7.5% |
| Q1 2016 | $2,854,000 | -3.5% | 25,790 | -3.5% | 0.33% | -10.3% |
| Q4 2015 | $2,957,000 | +5.0% | 26,715 | -4.9% | 0.37% | -0.5% |
| Q3 2015 | $2,817,000 | -4.9% | 28,090 | -1.7% | 0.37% | -2.1% |
| Q2 2015 | $2,961,000 | +0.0% | 28,580 | -0.4% | 0.38% | -0.3% |
| Q1 2015 | $2,960,000 | -0.4% | 28,705 | -1.5% | 0.38% | -2.8% |
| Q4 2014 | $2,971,000 | +4.0% | 29,155 | -0.1% | 0.39% | -6.4% |
| Q3 2014 | $2,857,000 | +2.8% | 29,190 | -0.0% | 0.42% | +2.4% |
| Q2 2014 | $2,780,000 | +12.9% | 29,200 | +7.8% | 0.41% | +19.2% |
| Q1 2014 | $2,463,000 | +1.6% | 27,075 | +0.1% | 0.34% | +0.9% |
| Q4 2013 | $2,424,000 | +16.1% | 27,055 | +3.4% | 0.34% | +1.8% |
| Q3 2013 | $2,087,000 | +7.0% | 26,155 | -0.2% | 0.33% | -0.9% |
| Q2 2013 | $1,950,000 | – | 26,205 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |