ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $726,142 | +84.8% | 1,900 | +90.0% | 0.08% | -4.7% |
Q2 2023 | $392,870 | +0.7% | 1,000 | -13.0% | 0.08% | +1.2% |
Q1 2023 | $390,218 | +21.2% | 1,150 | 0.0% | 0.08% | +18.3% |
Q4 2022 | $322,000 | +1.6% | 1,150 | 0.0% | 0.07% | -7.8% |
Q3 2022 | $317,000 | -6.2% | 1,150 | 0.0% | 0.08% | +22.2% |
Q2 2022 | $338,000 | -24.2% | 1,150 | 0.0% | 0.06% | -12.5% |
Q1 2022 | $446,000 | -11.5% | 1,150 | 0.0% | 0.07% | -6.5% |
Q4 2021 | $504,000 | +8.6% | 1,150 | 0.0% | 0.08% | -2.5% |
Q3 2021 | $464,000 | 0.0% | 1,150 | 0.0% | 0.08% | +3.9% |
Q2 2021 | $464,000 | +12.1% | 1,150 | 0.0% | 0.08% | +7.0% |
Q1 2021 | $414,000 | -32.4% | 1,150 | -34.3% | 0.07% | -37.2% |
Q4 2020 | $612,000 | -1.0% | 1,750 | -12.5% | 0.11% | -11.7% |
Q3 2020 | $618,000 | +10.8% | 2,000 | 0.0% | 0.13% | +4.1% |
Q2 2020 | $558,000 | +31.9% | 2,000 | 0.0% | 0.12% | +13.9% |
Q1 2020 | $423,000 | -12.6% | 2,000 | 0.0% | 0.11% | +13.7% |
Q4 2019 | $484,000 | +11.5% | 2,000 | 0.0% | 0.10% | +3.3% |
Q3 2019 | $434,000 | +0.7% | 2,000 | 0.0% | 0.09% | +1.1% |
Q2 2019 | $431,000 | +4.6% | 2,000 | 0.0% | 0.09% | +3.4% |
Q1 2019 | $412,000 | +20.1% | 2,000 | 0.0% | 0.09% | +4.8% |
Q4 2018 | $343,000 | -17.9% | 2,000 | 0.0% | 0.08% | -5.6% |
Q3 2018 | $418,000 | +8.6% | 2,000 | 0.0% | 0.09% | +7.2% |
Q2 2018 | $385,000 | -20.5% | 2,000 | -25.9% | 0.08% | -12.6% |
Q1 2018 | $484,000 | +6.1% | 2,700 | 0.0% | 0.10% | +8.0% |
Q4 2017 | $456,000 | +8.8% | 2,700 | 0.0% | 0.09% | +4.8% |
Q3 2017 | $419,000 | +7.2% | 2,700 | 0.0% | 0.08% | +6.3% |
Q2 2017 | $391,000 | +4.5% | 2,700 | 0.0% | 0.08% | +6.8% |
Q1 2017 | $374,000 | – | 2,700 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |