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 | $48,670,098 | -13.5% | 127,349 | -11.1% | 1.89% | -9.8% |
| Q2 2023 | $56,261,980 | -2.2% | 143,208 | -15.5% | 2.10% | -3.8% |
| Q1 2023 | $57,538,158 | +23.7% | 169,569 | +2.1% | 2.18% | +17.8% |
| Q4 2022 | $46,503,237 | -0.4% | 166,083 | -1.7% | 1.85% | -5.9% |
| Q3 2022 | $46,707,000 | -3.5% | 168,978 | +2.8% | 1.96% | +0.7% |
| Q2 2022 | $48,383,000 | -23.4% | 164,350 | +1.1% | 1.95% | -16.7% |
| Q1 2022 | $63,182,000 | -11.3% | 162,577 | +0.2% | 2.34% | -7.1% |
| Q4 2021 | $71,215,000 | +7.8% | 162,214 | -0.9% | 2.52% | -1.8% |
| Q3 2021 | $66,086,000 | -2.7% | 163,722 | -2.6% | 2.57% | -2.1% |
| Q2 2021 | $67,933,000 | +9.9% | 168,159 | -1.9% | 2.62% | +2.7% |
| Q1 2021 | $61,832,000 | -1.2% | 171,352 | -4.2% | 2.55% | -6.2% |
| Q4 2020 | $62,566,000 | +10.1% | 178,846 | -2.7% | 2.72% | -5.4% |
| Q3 2020 | $56,834,000 | +1.3% | 183,894 | -8.5% | 2.88% | -5.2% |
| Q2 2020 | $56,088,000 | +27.1% | 200,930 | -3.6% | 3.03% | +12.2% |
| Q1 2020 | $44,119,000 | -15.8% | 208,334 | -3.8% | 2.70% | +1.4% |
| Q4 2019 | $52,414,000 | +9.0% | 216,454 | -2.3% | 2.67% | +2.4% |
| Q3 2019 | $48,073,000 | +0.8% | 221,515 | +0.2% | 2.60% | -0.8% |
| Q2 2019 | $47,679,000 | +0.3% | 221,094 | -4.1% | 2.62% | -1.9% |
| Q1 2019 | $47,541,000 | +18.2% | 230,545 | -1.6% | 2.68% | +10.5% |
| Q4 2018 | $40,216,000 | -19.6% | 234,208 | -1.9% | 2.42% | -13.0% |
| Q3 2018 | $50,000,000 | +5.7% | 238,799 | -2.6% | 2.78% | -2.1% |
| Q2 2018 | $47,305,000 | +4.3% | 245,244 | -3.0% | 2.84% | +3.0% |
| Q1 2018 | $45,361,000 | +1.4% | 252,808 | -4.6% | 2.76% | +1.5% |
| Q4 2017 | $44,751,000 | +5.1% | 265,128 | -3.3% | 2.72% | -0.1% |
| Q3 2017 | $42,568,000 | +5.4% | 274,138 | -1.9% | 2.72% | +1.0% |
| Q2 2017 | $40,399,000 | +4.1% | 279,307 | -0.3% | 2.69% | +0.9% |
| Q1 2017 | $38,803,000 | +21.9% | 280,247 | +9.0% | 2.67% | +14.2% |
| Q4 2016 | $31,837,000 | -0.8% | 257,140 | -0.9% | 2.34% | -5.7% |
| Q3 2016 | $32,087,000 | +11.4% | 259,579 | -0.9% | 2.48% | +4.6% |
| Q2 2016 | $28,799,000 | -3.1% | 261,853 | -2.5% | 2.37% | -16.7% |
| Q1 2016 | $29,724,000 | 0.0% | 268,535 | 0.0% | 2.85% | 0.0% |
| Q4 2015 | $29,724,000 | +10.4% | 268,535 | +0.0% | 2.85% | -4.8% |
| Q3 2015 | $26,926,000 | -25.8% | 268,453 | -23.4% | 2.99% | +24.4% |
| Q2 2015 | $36,312,000 | +30.2% | 350,499 | +29.6% | 2.40% | -20.5% |
| Q1 2015 | $27,900,000 | -1.0% | 270,535 | -2.2% | 3.02% | +6.1% |
| Q4 2014 | $28,182,000 | +4.6% | 276,513 | +0.4% | 2.85% | +1.2% |
| Q3 2014 | $26,942,000 | -11.5% | 275,402 | -13.8% | 2.82% | -10.3% |
| Q2 2014 | $30,426,000 | +3.1% | 319,632 | -1.5% | 3.14% | -0.7% |
| Q1 2014 | $29,517,000 | +1.0% | 324,433 | -0.5% | 3.16% | +3.1% |
| Q4 2013 | $29,212,000 | +9.9% | 326,095 | -2.1% | 3.06% | -0.3% |
| Q3 2013 | $26,572,000 | +5.9% | 333,033 | -1.3% | 3.07% | +0.1% |
| Q2 2013 | $25,101,000 | -47.9% | 337,391 | -49.1% | 3.07% | +6.2% |
| Q1 2013 | $48,164,000 | – | 663,254 | – | 2.89% | – |
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% |