ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $544 | +645.2% | 1,387 | +539.2% | 0.00% | – |
| Q1 2023 | $73 | +108.6% | 217 | +73.6% | 0.00% | – |
| Q4 2022 | $35 | -100.0% | 125 | -88.9% | 0.00% | – |
| Q3 2022 | $311,000 | +418.3% | 1,126 | +547.1% | 0.00% | – |
| Q4 2020 | $60,000 | +233.3% | 174 | +159.7% | 0.00% | – |
| Q2 2020 | $18,000 | +200.0% | 67 | +116.1% | 0.00% | – |
| Q1 2020 | $6,000 | -94.3% | 31 | -93.7% | 0.00% | – |
| Q3 2019 | $106,000 | -25.9% | 493 | -25.9% | 0.00% | – |
| Q2 2019 | $143,000 | – | 665 | +5.6% | 0.00% | – |
| Q3 2018 | $0 | – | 630 | +6.4% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 592 | -88.6% | 0.00% | -100.0% |
| Q4 2017 | $874,000 | +15.2% | 5,183 | +6.0% | 0.04% | +22.6% |
| Q3 2017 | $759,000 | – | 4,891 | – | 0.03% | – |
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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% |