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 | $1,131,770 | +1.6% | 2,961 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $1,113,467 | +54.6% | 2,834 | +33.5% | 0.00% | 0.0% |
| Q1 2023 | $720,428 | +26.7% | 2,123 | +4.5% | 0.00% | 0.0% |
| Q4 2022 | $568,716 | -3.1% | 2,031 | -4.3% | 0.00% | 0.0% |
| Q3 2022 | $587,000 | -17.4% | 2,123 | -12.1% | 0.00% | 0.0% |
| Q2 2022 | $711,000 | -38.5% | 2,415 | -18.9% | 0.00% | -50.0% |
| Q1 2022 | $1,157,000 | -14.6% | 2,976 | -3.6% | 0.00% | 0.0% |
| Q4 2021 | $1,355,000 | +14.2% | 3,086 | +5.0% | 0.00% | 0.0% |
| Q3 2021 | $1,187,000 | +14.4% | 2,940 | +14.5% | 0.00% | 0.0% |
| Q2 2021 | $1,038,000 | +26.4% | 2,568 | +12.9% | 0.00% | 0.0% |
| Q1 2021 | $821,000 | +7.9% | 2,274 | +4.6% | 0.00% | 0.0% |
| Q4 2020 | $761,000 | +70.2% | 2,175 | +50.4% | 0.00% | +100.0% |
| Q3 2020 | $447,000 | +80.2% | 1,446 | +62.5% | 0.00% | 0.0% |
| Q2 2020 | $248,000 | +37.8% | 890 | +4.8% | 0.00% | 0.0% |
| Q1 2020 | $180,000 | -19.3% | 849 | -7.6% | 0.00% | 0.0% |
| Q4 2019 | $223,000 | +32.0% | 919 | +18.3% | 0.00% | 0.0% |
| Q3 2019 | $169,000 | +131.5% | 777 | +129.2% | 0.00% | – |
| Q2 2019 | $73,000 | +17.7% | 339 | +13.4% | 0.00% | – |
| Q1 2019 | $62,000 | +520.0% | 299 | +406.8% | 0.00% | – |
| Q4 2018 | $10,000 | -70.6% | 59 | -63.4% | 0.00% | – |
| Q3 2018 | $34,000 | -15.0% | 161 | -21.8% | 0.00% | – |
| Q2 2018 | $40,000 | +110.5% | 206 | +92.5% | 0.00% | – |
| Q1 2018 | $19,000 | +5.6% | 107 | 0.0% | 0.00% | – |
| Q4 2017 | $18,000 | +260.0% | 107 | +269.0% | 0.00% | – |
| Q3 2017 | $5,000 | -66.7% | 29 | -72.9% | 0.00% | – |
| Q2 2017 | $15,000 | +275.0% | 107 | +269.0% | 0.00% | – |
| Q1 2017 | $4,000 | -71.4% | 29 | -74.8% | 0.00% | – |
| Q4 2016 | $14,000 | -6.7% | 115 | -43.9% | 0.00% | -100.0% |
| Q2 2013 | $15,000 | – | 205 | – | 0.00% | – |
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% |