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 | $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. | 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% |