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 2021 | $11,605,000 | -0.3% | 28,750 | -0.2% | 0.82% | -0.6% |
| Q2 2021 | $11,639,000 | +4.6% | 28,811 | -6.6% | 0.82% | -2.7% |
| Q1 2021 | $11,129,000 | +0.5% | 30,841 | -2.5% | 0.84% | -4.1% |
| Q4 2020 | $11,071,000 | +1.8% | 31,645 | -10.0% | 0.88% | +7.4% |
| Q3 2020 | $10,873,000 | +3.4% | 35,180 | -6.6% | 0.82% | -3.2% |
| Q2 2020 | $10,511,000 | +29.0% | 37,656 | -2.1% | 0.85% | +5.5% |
| Q1 2020 | $8,148,000 | -14.7% | 38,474 | -2.5% | 0.80% | +2.9% |
| Q4 2019 | $9,557,000 | +8.1% | 39,468 | -3.1% | 0.78% | -0.8% |
| Q3 2019 | $8,844,000 | +0.4% | 40,751 | -0.2% | 0.79% | +0.1% |
| Q2 2019 | $8,807,000 | +2.6% | 40,839 | -1.9% | 0.78% | -1.4% |
| Q1 2019 | $8,587,000 | +12.0% | 41,641 | -6.7% | 0.80% | +1.9% |
| Q4 2018 | $7,667,000 | -19.0% | 44,650 | -1.3% | 0.78% | -7.2% |
| Q3 2018 | $9,467,000 | +6.2% | 45,216 | -2.1% | 0.84% | +0.1% |
| Q2 2018 | $8,913,000 | +4.7% | 46,206 | -2.6% | 0.84% | +4.6% |
| Q1 2018 | $8,512,000 | +0.4% | 47,440 | -5.5% | 0.80% | +4.3% |
| Q4 2017 | $8,474,000 | +5.4% | 50,206 | -3.1% | 0.77% | +2.4% |
| Q3 2017 | $8,042,000 | +2.8% | 51,787 | -4.3% | 0.75% | +0.4% |
| Q2 2017 | $7,825,000 | +2.8% | 54,099 | -1.6% | 0.75% | -0.1% |
| Q1 2017 | $7,611,000 | +6.8% | 54,967 | -4.5% | 0.75% | 0.0% |
| Q4 2016 | $7,126,000 | -2.4% | 57,558 | -2.5% | 0.75% | -2.7% |
| Q3 2016 | $7,299,000 | +9.3% | 59,052 | -2.7% | 0.77% | +1.3% |
| Q2 2016 | $6,678,000 | -3.8% | 60,719 | -3.2% | 0.76% | -5.9% |
| Q1 2016 | $6,941,000 | -4.8% | 62,727 | -4.8% | 0.81% | -8.8% |
| Q4 2015 | $7,293,000 | +3.0% | 65,884 | -6.7% | 0.89% | -0.2% |
| Q3 2015 | $7,081,000 | -6.4% | 70,594 | -3.3% | 0.89% | -2.5% |
| Q2 2015 | $7,564,000 | -6.0% | 73,016 | -6.5% | 0.91% | -5.0% |
| Q1 2015 | $8,050,000 | -9.0% | 78,061 | -10.1% | 0.96% | -10.3% |
| Q4 2014 | $8,847,000 | -0.4% | 86,805 | -4.3% | 1.07% | -3.8% |
| Q3 2014 | $8,881,000 | -1.9% | 90,722 | -4.6% | 1.11% | -7.2% |
| Q2 2014 | $9,053,000 | -0.1% | 95,098 | -4.5% | 1.20% | -5.9% |
| Q1 2014 | $9,063,000 | -4.8% | 99,620 | -6.2% | 1.27% | -8.0% |
| Q4 2013 | $9,517,000 | +5.8% | 106,243 | -5.7% | 1.38% | -3.7% |
| Q3 2013 | $8,993,000 | +3.7% | 112,712 | -3.3% | 1.44% | -3.4% |
| Q2 2013 | $8,669,000 | – | 116,514 | – | 1.49% | – |
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% |