ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452 | -2.8% | 1,185 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $465 | +15.7% | 1,185 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $402 | +21.5% | 1,185 | 0.0% | 0.00% | – |
| Q4 2022 | $331 | -100.0% | 1,185 | -81.4% | 0.00% | -100.0% |
| Q3 2022 | $1,765,000 | -6.5% | 6,386 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $1,888,000 | -24.1% | 6,416 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $2,486,000 | -12.1% | 6,398 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $2,828,000 | +8.8% | 6,442 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,600,000 | -1.0% | 6,442 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $2,626,000 | +11.9% | 6,502 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,346,000 | -35.2% | 6,502 | -37.1% | 0.00% | -40.0% |
| Q4 2020 | $3,618,000 | +13.2% | 10,343 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $3,196,000 | -45.3% | 10,343 | -50.6% | 0.00% | -55.6% |
| Q2 2020 | $5,840,000 | -16.2% | 20,924 | -36.4% | 0.01% | -30.8% |
| Q1 2020 | $6,968,000 | +95.3% | 32,906 | +123.3% | 0.01% | +160.0% |
| Q4 2019 | $3,567,000 | +11.6% | 14,734 | +0.0% | 0.01% | 0.0% |
| Q3 2019 | $3,196,000 | -41.8% | 14,729 | -42.2% | 0.01% | -44.4% |
| Q2 2019 | $5,491,000 | +4.6% | 25,464 | +0.0% | 0.01% | 0.0% |
| Q1 2019 | $5,249,000 | -4.7% | 25,458 | -20.6% | 0.01% | -10.0% |
| Q4 2018 | $5,505,000 | -1.5% | 32,063 | +20.1% | 0.01% | +11.1% |
| Q3 2018 | $5,588,000 | +8.7% | 26,688 | +0.1% | 0.01% | 0.0% |
| Q2 2018 | $5,143,000 | +18.7% | 26,664 | +10.5% | 0.01% | +28.6% |
| Q1 2018 | $4,331,000 | +6.4% | 24,138 | +0.1% | 0.01% | 0.0% |
| Q4 2017 | $4,069,000 | -45.1% | 24,111 | -49.5% | 0.01% | -46.2% |
| Q3 2017 | $7,414,000 | +7.4% | 47,750 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $6,906,000 | -28.7% | 47,750 | -31.7% | 0.01% | -27.8% |
| Q1 2017 | $9,685,000 | +165.1% | 69,955 | +137.1% | 0.02% | +157.1% |
| Q4 2016 | $3,653,000 | -73.8% | 29,510 | -73.8% | 0.01% | -75.0% |
| Q3 2016 | $13,940,000 | +144.0% | 112,775 | +118.4% | 0.03% | +133.3% |
| Q1 2016 | $5,713,000 | -73.3% | 51,634 | -73.4% | 0.01% | -75.5% |
| Q4 2015 | $21,431,000 | +29.2% | 193,791 | +17.2% | 0.05% | +22.5% |
| Q3 2015 | $16,585,000 | +35.6% | 165,390 | +40.1% | 0.04% | +53.8% |
| Q2 2015 | $12,233,000 | +90.8% | 118,035 | +89.8% | 0.03% | +85.7% |
| Q1 2015 | $6,413,000 | +190.6% | 62,190 | +187.1% | 0.01% | +180.0% |
| Q4 2014 | $2,207,000 | -91.0% | 21,663 | -91.4% | 0.01% | -90.6% |
| Q3 2014 | $24,523,000 | +104.0% | 250,790 | +98.6% | 0.05% | +112.0% |
| Q2 2014 | $12,020,000 | +1134.1% | 126,275 | +1079.0% | 0.02% | +1150.0% |
| Q1 2014 | $974,000 | -89.5% | 10,710 | -89.6% | 0.00% | -90.5% |
| Q4 2013 | $9,251,000 | -57.2% | 103,235 | -61.9% | 0.02% | -58.8% |
| Q3 2013 | $21,590,000 | -19.2% | 271,040 | -24.5% | 0.05% | -19.0% |
| Q2 2013 | $26,714,000 | – | 359,074 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |