ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $801 | -16.7% | 2,096 | -14.4% | 0.07% | -10.8% |
Q2 2023 | $962 | -3.6% | 2,448 | -16.8% | 0.07% | -7.5% |
Q1 2023 | $998 | -13.9% | 2,944 | -28.9% | 0.08% | -16.7% |
Q4 2022 | $1,159 | -99.8% | 4,140 | +107.0% | 0.10% | +95.9% |
Q3 2022 | $552,000 | -6.3% | 2,000 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $589,000 | -24.2% | 2,000 | 0.0% | 0.05% | -10.9% |
Q1 2022 | $777,000 | -11.5% | 2,000 | 0.0% | 0.06% | -3.5% |
Q4 2021 | $878,000 | +8.8% | 2,000 | 0.0% | 0.06% | -1.7% |
Q3 2021 | $807,000 | -0.1% | 2,000 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $808,000 | +12.1% | 2,000 | 0.0% | 0.06% | +7.4% |
Q1 2021 | $721,000 | +3.0% | 2,000 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $700,000 | +13.3% | 2,000 | 0.0% | 0.05% | -3.6% |
Q3 2020 | $618,000 | +10.8% | 2,000 | 0.0% | 0.06% | +3.7% |
Q2 2020 | $558,000 | +31.6% | 2,000 | 0.0% | 0.05% | +8.0% |
Q1 2020 | $424,000 | -12.4% | 2,000 | 0.0% | 0.05% | +8.7% |
Q4 2019 | $484,000 | +11.5% | 2,000 | 0.0% | 0.05% | +2.2% |
Q3 2019 | $434,000 | +0.7% | 2,000 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $431,000 | +4.6% | 2,000 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $412,000 | +20.1% | 2,000 | 0.0% | 0.04% | +4.7% |
Q4 2018 | $343,000 | -18.1% | 2,000 | 0.0% | 0.04% | -2.3% |
Q3 2018 | $419,000 | +8.5% | 2,000 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $386,000 | +7.5% | 2,000 | 0.0% | 0.04% | +7.3% |
Q1 2018 | $359,000 | +6.2% | 2,000 | 0.0% | 0.04% | +10.8% |
Q4 2017 | $338,000 | +8.7% | 2,000 | 0.0% | 0.04% | +5.7% |
Q3 2017 | $311,000 | +7.6% | 2,000 | 0.0% | 0.04% | +2.9% |
Q2 2017 | $289,000 | +4.3% | 2,000 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $277,000 | +11.7% | 2,000 | 0.0% | 0.03% | +6.2% |
Q4 2016 | $248,000 | +0.4% | 2,000 | 0.0% | 0.03% | 0.0% |
Q3 2016 | $247,000 | +12.3% | 2,000 | 0.0% | 0.03% | +10.3% |
Q2 2016 | $220,000 | -0.5% | 2,000 | 0.0% | 0.03% | 0.0% |
Q1 2016 | $221,000 | 0.0% | 2,000 | 0.0% | 0.03% | -3.3% |
Q4 2015 | $221,000 | +10.0% | 2,000 | 0.0% | 0.03% | +7.1% |
Q3 2015 | $201,000 | -2.9% | 2,000 | 0.0% | 0.03% | +7.7% |
Q2 2015 | $207,000 | +0.5% | 2,000 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $206,000 | +1.0% | 2,000 | 0.0% | 0.03% | +4.0% |
Q4 2014 | $204,000 | – | 2,000 | – | 0.02% | – |
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% |