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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $395,227 | +15.8% | 1,006 | 0.0% | 0.05% | +6.5% |
| Q1 2023 | $341,356 | +21.2% | 1,006 | 0.0% | 0.05% | +9.5% |
| Q4 2022 | $281,680 | +1.3% | 1,006 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $278,000 | -6.1% | 1,006 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $296,000 | -24.3% | 1,006 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $391,000 | -11.5% | 1,006 | 0.0% | 0.04% | +16.2% |
| Q4 2021 | $442,000 | +8.9% | 1,006 | 0.0% | 0.04% | +2.8% |
| Q3 2021 | $406,000 | 0.0% | 1,006 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $406,000 | +11.8% | 1,006 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $363,000 | – | 1,006 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |