ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $982,499 | +24.1% | 2,571 | +27.5% | 0.01% | +22.2% |
Q2 2023 | $791,939 | +127.6% | 2,016 | +70.7% | 0.01% | +80.0% |
Q2 2022 | $348,000 | -25.8% | 1,181 | -2.1% | 0.01% | -16.7% |
Q1 2022 | $469,000 | -12.7% | 1,206 | -1.3% | 0.01% | -25.0% |
Q4 2021 | $537,000 | +30.3% | 1,222 | +20.3% | 0.01% | +14.3% |
Q3 2021 | $412,000 | -43.9% | 1,016 | -43.9% | 0.01% | -46.2% |
Q2 2021 | $735,000 | +165.3% | 1,812 | +136.9% | 0.01% | +116.7% |
Q1 2021 | $277,000 | +11.2% | 765 | +7.3% | 0.01% | 0.0% |
Q4 2020 | $249,000 | -59.0% | 713 | -63.6% | 0.01% | -40.0% |
Q3 2020 | $608,000 | -17.8% | 1,957 | -43.9% | 0.01% | -54.5% |
Q1 2020 | $740,000 | -33.1% | 3,488 | -23.7% | 0.02% | -15.4% |
Q4 2019 | $1,106,000 | +25.7% | 4,573 | +12.7% | 0.03% | -27.8% |
Q3 2019 | $880,000 | – | 4,058 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |