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 | $116,944 | -2.7% | 306 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $120,215 | +15.8% | 306 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $103,831 | +21.2% | 306 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $85,680 | +0.8% | 306 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $85,000 | -5.6% | 306 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $90,000 | -24.4% | 306 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | -11.2% | 306 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $134,000 | +8.1% | 306 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $124,000 | 0.0% | 306 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $124,000 | +6100.0% | 306 | +2960.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |