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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $3,890,000 | -0.6% | 35,367 | 0.0% | 0.72% | +19.3% |
| Q1 2016 | $3,914,000 | -0.0% | 35,367 | 0.0% | 0.60% | +5.8% |
| Q4 2015 | $3,915,000 | +10.4% | 35,367 | 0.0% | 0.57% | +74.0% |
| Q3 2015 | $3,547,000 | -3.2% | 35,367 | 0.0% | 0.33% | +7.2% |
| Q2 2015 | $3,664,000 | +112.8% | 35,367 | +111.8% | 0.30% | +93.0% |
| Q1 2015 | $1,722,000 | +75.5% | 16,701 | +73.4% | 0.16% | +85.9% |
| Q4 2014 | $981,000 | +4.1% | 9,630 | 0.0% | 0.08% | +1.2% |
| Q3 2014 | $942,000 | +2.8% | 9,630 | 0.0% | 0.08% | -4.5% |
| Q2 2014 | $916,000 | +4.6% | 9,630 | 0.0% | 0.09% | -7.4% |
| Q1 2014 | $876,000 | +35.4% | 9,630 | +33.1% | 0.10% | -5.0% |
| Q4 2013 | $647,000 | +12.1% | 7,233 | 0.0% | 0.10% | +1.0% |
| Q3 2013 | $577,000 | +7.2% | 7,233 | 0.0% | 0.10% | +10.0% |
| Q2 2013 | $538,000 | – | 7,233 | – | 0.09% | – |
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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% |