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 | $432,628 | -2.7% | 1,132 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $444,729 | +15.8% | 1,132 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $384,110 | +26.4% | 1,132 | +4.3% | 0.00% | 0.0% |
| Q4 2022 | $303,800 | -5.9% | 1,085 | -7.0% | 0.00% | 0.0% |
| Q3 2022 | $323,000 | -6.1% | 1,167 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | -24.2% | 1,167 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $454,000 | -53.5% | 1,167 | -47.5% | 0.00% | 0.0% |
| Q4 2021 | $976,000 | +8.8% | 2,222 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $897,000 | -0.1% | 2,222 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $898,000 | +10.7% | 2,222 | -1.1% | 0.00% | 0.0% |
| Q1 2021 | $811,000 | +3.2% | 2,247 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $786,000 | +13.3% | 2,247 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $694,000 | +6.3% | 2,247 | -4.0% | 0.00% | -50.0% |
| Q2 2020 | $653,000 | +37.2% | 2,340 | +4.1% | 0.00% | +100.0% |
| Q1 2020 | $476,000 | +891.7% | 2,247 | +328.0% | 0.00% | – |
| Q1 2014 | $48,000 | +2.1% | 525 | 0.0% | 0.00% | – |
| Q4 2013 | $47,000 | +11.9% | 525 | 0.0% | 0.00% | – |
| Q3 2013 | $42,000 | +7.7% | 525 | 0.0% | 0.00% | – |
| Q2 2013 | $39,000 | – | 525 | – | 0.00% | – |
Download | ||||||
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% |