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 | $1,686,759 | -2.6% | 4,409 | 0.0% | 0.05% | +17.9% |
| Q2 2023 | $1,732,164 | -37.2% | 4,409 | -45.7% | 0.04% | -46.6% |
| Q1 2023 | $2,757,314 | +16.6% | 8,126 | -3.8% | 0.07% | +10.6% |
| Q4 2022 | $2,364,880 | +89.2% | 8,446 | +86.9% | 0.07% | +73.7% |
| Q3 2022 | $1,250,000 | -7.0% | 4,520 | -1.0% | 0.04% | -33.3% |
| Q2 2022 | $1,344,000 | -27.4% | 4,565 | -4.2% | 0.06% | -6.6% |
| Q1 2022 | $1,852,000 | -12.6% | 4,763 | -1.2% | 0.06% | 0.0% |
| Q4 2021 | $2,118,000 | +8.6% | 4,823 | -0.2% | 0.06% | -1.6% |
| Q3 2021 | $1,951,000 | -1.3% | 4,833 | -1.2% | 0.06% | -3.1% |
| Q2 2021 | $1,977,000 | +12.1% | 4,893 | +0.2% | 0.06% | +3.2% |
| Q1 2021 | $1,763,000 | +3.9% | 4,883 | +0.7% | 0.06% | -31.9% |
| Q4 2020 | $1,697,000 | -40.9% | 4,850 | -50.3% | 0.09% | -40.5% |
| Q3 2020 | $2,870,000 | +125.5% | 9,760 | +114.0% | 0.15% | +80.0% |
| Q2 2020 | $1,273,000 | +23.6% | 4,560 | -6.2% | 0.08% | -3.4% |
| Q1 2020 | $1,030,000 | -13.4% | 4,860 | -1.1% | 0.09% | -12.9% |
| Q4 2019 | $1,190,000 | +11.7% | 4,913 | +0.2% | 0.10% | -3.8% |
| Q3 2019 | $1,065,000 | -2.0% | 4,903 | -2.7% | 0.10% | -11.8% |
| Q2 2019 | $1,087,000 | +2.2% | 5,038 | -2.3% | 0.12% | -10.5% |
| Q1 2019 | $1,064,000 | +12.5% | 5,158 | -6.4% | 0.13% | -1.5% |
| Q4 2018 | $946,000 | -19.9% | 5,508 | -2.3% | 0.14% | -4.3% |
| Q3 2018 | $1,181,000 | +3.9% | 5,639 | -4.3% | 0.14% | -6.0% |
| Q2 2018 | $1,137,000 | +7.7% | 5,894 | +0.2% | 0.15% | +1.4% |
| Q1 2018 | $1,056,000 | -47.4% | 5,885 | -50.5% | 0.15% | -45.4% |
| Q4 2017 | $2,007,000 | +7.8% | 11,890 | -0.8% | 0.27% | -12.3% |
| Q3 2017 | $1,861,000 | +5.0% | 11,980 | -2.2% | 0.31% | -3.7% |
| Q2 2017 | $1,772,000 | +2.8% | 12,250 | -1.6% | 0.32% | -6.7% |
| Q1 2017 | $1,724,000 | +11.4% | 12,450 | -0.3% | 0.34% | +9.6% |
| Q4 2016 | $1,547,000 | +100.1% | 12,490 | 0.0% | 0.31% | +106.6% |
| Q3 2016 | $773,000 | +12.4% | 12,490 | 0.0% | 0.15% | +10.1% |
| Q2 2016 | $688,000 | -0.7% | 12,490 | -0.2% | 0.14% | -13.8% |
| Q1 2016 | $693,000 | -53.1% | 12,520 | -6.2% | 0.16% | -46.5% |
| Q4 2015 | $1,478,000 | +120.3% | 13,350 | +99.6% | 0.30% | +85.7% |
| Q3 2015 | $671,000 | -3.6% | 6,688 | -0.3% | 0.16% | -6.9% |
| Q2 2015 | $696,000 | +0.6% | 6,710 | 0.0% | 0.17% | +2.4% |
| Q1 2015 | $692,000 | -90.9% | 6,710 | -50.4% | 0.17% | +4.3% |
| Q4 2014 | $7,579,000 | +470.7% | 13,520 | -0.3% | 0.16% | -19.8% |
| Q3 2014 | $1,328,000 | -99.8% | 13,560 | 0.0% | 0.20% | +32.9% |
| Q2 2014 | $646,047,000 | +104607.8% | 13,560 | +100.0% | 0.15% | -18.3% |
| Q1 2014 | $617,000 | +1.6% | 6,780 | 0.0% | 0.19% | -4.1% |
| Q4 2013 | $607,000 | +12.2% | 6,780 | 0.0% | 0.19% | +4.9% |
| Q3 2013 | $541,000 | +6.9% | 6,780 | -0.3% | 0.18% | +7.6% |
| Q2 2013 | $506,000 | – | 6,802 | – | 0.17% | – |
Download | ||||||
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% |