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 | $306 | -2.5% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $314 | -37.7% | 800 | -55.6% | 0.00% | -100.0% |
| Q4 2022 | $504 | -99.9% | 1,800 | -5.3% | 0.00% | 0.0% |
| Q3 2021 | $767,000 | -44.2% | 1,900 | -44.1% | 0.00% | -50.0% |
| Q2 2021 | $1,374,000 | +111.4% | 3,400 | +88.9% | 0.00% | +100.0% |
| Q1 2021 | $650,000 | +75.2% | 1,800 | +50.0% | 0.00% | – |
| Q3 2020 | $371,000 | -48.9% | 1,200 | -53.8% | 0.00% | -100.0% |
| Q2 2020 | $726,000 | +149.5% | 2,600 | +116.7% | 0.00% | – |
| Q4 2019 | $291,000 | -3.6% | 1,200 | -14.3% | 0.00% | – |
| Q2 2019 | $302,000 | -3.8% | 1,400 | -6.7% | 0.00% | – |
| Q3 2018 | $314,000 | -66.8% | 1,500 | -70.6% | 0.00% | -100.0% |
| Q2 2018 | $946,000 | +88.4% | 5,100 | +82.1% | 0.00% | 0.0% |
| Q1 2018 | $502,000 | – | 2,800 | – | 0.00% | – |
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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% |