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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |