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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $55,000 | +19.6% | 269 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $46,000 | -17.9% | 269 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $56,000 | +7.7% | 269 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $52,000 | +8.3% | 269 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -78.5% | 269 | -87.9% | 0.01% | -84.8% |
| Q3 2015 | $223,000 | -3.0% | 2,221 | 0.0% | 0.03% | +3.1% |
| Q2 2015 | $230,000 | +0.4% | 2,221 | 0.0% | 0.03% | +3.2% |
| Q1 2015 | $229,000 | -97.8% | 2,221 | -97.8% | 0.03% | -97.9% |
| Q4 2014 | $10,377,000 | +12.0% | 101,811 | +7.6% | 1.47% | +6.2% |
| Q3 2014 | $9,266,000 | +1.1% | 94,659 | -1.6% | 1.38% | +2.1% |
| Q2 2014 | $9,161,000 | +19.9% | 96,234 | +14.6% | 1.35% | +15.5% |
| Q1 2014 | $7,643,000 | +39.2% | 84,006 | +37.1% | 1.17% | +36.8% |
| Q4 2013 | $5,490,000 | -2.0% | 61,283 | -12.7% | 0.86% | -7.7% |
| Q3 2013 | $5,604,000 | +11.9% | 70,229 | +4.4% | 0.93% | +5.6% |
| Q2 2013 | $5,006,000 | – | 67,288 | – | 0.88% | – |
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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% |