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 | $145,209,291 | -8.3% | 379,950 | -5.8% | 2.08% | -8.5% |
| Q2 2023 | $158,424,828 | +13.9% | 403,250 | -1.6% | 2.28% | +2.4% |
| Q1 2023 | $139,070,302 | +6.5% | 409,850 | -12.1% | 2.22% | -2.2% |
| Q4 2022 | $130,550,000 | +2.5% | 466,250 | +1.2% | 2.27% | -8.7% |
| Q3 2022 | $127,356,000 | -9.4% | 460,750 | -3.5% | 2.49% | -7.2% |
| Q2 2022 | $140,497,000 | -21.1% | 477,250 | +4.2% | 2.68% | -8.0% |
| Q1 2022 | $178,068,000 | -12.5% | 458,194 | -1.2% | 2.91% | -9.1% |
| Q4 2021 | $203,552,000 | +8.8% | 463,650 | 0.0% | 3.21% | +0.4% |
| Q3 2021 | $187,152,000 | -2.3% | 463,650 | -2.2% | 3.19% | -3.2% |
| Q2 2021 | $191,547,000 | +8.1% | 474,150 | -3.5% | 3.30% | -11.9% |
| Q1 2021 | $177,231,000 | +3.0% | 491,150 | -0.2% | 3.75% | -4.4% |
| Q4 2020 | $172,108,000 | +13.9% | 491,977 | +0.6% | 3.92% | +0.5% |
| Q3 2020 | $151,154,000 | +59.2% | 489,077 | +43.8% | 3.90% | +42.8% |
| Q2 2020 | $94,922,000 | +31.0% | 340,050 | -0.6% | 2.73% | +5.0% |
| Q1 2020 | $72,436,000 | -16.7% | 342,050 | -4.7% | 2.60% | +2.4% |
| Q4 2019 | $86,920,000 | – | 358,950 | – | 2.54% | – |
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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% |