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 | $3,842,088 | -3.2% | 10,053 | -0.5% | 0.84% | +0.2% |
| Q2 2023 | $3,969,591 | +15.3% | 10,104 | -0.4% | 0.84% | +9.8% |
| Q1 2023 | $3,442,095 | +21.3% | 10,144 | +0.1% | 0.77% | +15.1% |
| Q4 2022 | $2,837,469 | +1.4% | 10,134 | +0.2% | 0.67% | -4.6% |
| Q3 2022 | $2,797,000 | -7.0% | 10,117 | -0.9% | 0.70% | -3.1% |
| Q2 2022 | $3,006,000 | -24.2% | 10,212 | +0.1% | 0.72% | -13.1% |
| Q1 2022 | $3,966,000 | -11.8% | 10,205 | -0.3% | 0.83% | -6.1% |
| Q4 2021 | $4,495,000 | +6.7% | 10,240 | -1.9% | 0.88% | +2.2% |
| Q3 2021 | $4,212,000 | -4.0% | 10,434 | -3.9% | 0.86% | -4.6% |
| Q2 2021 | $4,386,000 | +10.0% | 10,856 | -1.8% | 0.91% | +5.1% |
| Q1 2021 | $3,988,000 | +3.2% | 11,051 | 0.0% | 0.86% | -8.2% |
| Q4 2020 | $3,866,000 | +13.2% | 11,051 | +0.0% | 0.94% | -5.8% |
| Q3 2020 | $3,414,000 | +9.9% | 11,046 | -0.7% | 1.00% | +1.6% |
| Q2 2020 | $3,107,000 | +32.2% | 11,129 | +0.3% | 0.98% | +10.8% |
| Q1 2020 | $2,350,000 | -13.3% | 11,097 | -0.9% | 0.89% | +8.0% |
| Q4 2019 | $2,711,000 | +10.0% | 11,196 | -1.4% | 0.82% | -3.0% |
| Q3 2019 | $2,464,000 | -1.4% | 11,356 | -2.0% | 0.84% | -4.7% |
| Q2 2019 | $2,499,000 | +2.8% | 11,588 | -1.7% | 0.89% | +0.7% |
| Q1 2019 | $2,430,000 | +19.5% | 11,785 | -0.5% | 0.88% | +5.5% |
| Q4 2018 | $2,033,000 | -18.8% | 11,841 | -1.0% | 0.84% | -1.5% |
| Q3 2018 | $2,505,000 | +6.7% | 11,962 | -1.7% | 0.85% | +3.4% |
| Q2 2018 | $2,348,000 | +7.5% | 12,175 | 0.0% | 0.82% | +4.7% |
| Q1 2018 | $2,185,000 | +5.0% | 12,175 | -1.3% | 0.78% | +4.5% |
| Q4 2017 | $2,081,000 | +9.0% | 12,331 | +0.3% | 0.75% | +4.6% |
| Q3 2017 | $1,909,000 | +3.3% | 12,297 | -3.8% | 0.72% | +0.3% |
| Q2 2017 | $1,848,000 | +3.8% | 12,777 | -0.7% | 0.71% | +1.3% |
| Q1 2017 | $1,781,000 | +11.1% | 12,865 | -0.6% | 0.70% | +7.1% |
| Q4 2016 | $1,603,000 | +0.6% | 12,945 | +0.4% | 0.66% | -0.8% |
| Q3 2016 | $1,594,000 | +12.4% | 12,896 | +0.0% | 0.66% | +7.8% |
| Q2 2016 | $1,418,000 | -1.9% | 12,895 | -1.3% | 0.62% | -4.1% |
| Q1 2016 | $1,446,000 | +0.3% | 13,071 | +0.4% | 0.64% | -2.0% |
| Q4 2015 | $1,441,000 | +10.6% | 13,018 | +0.2% | 0.65% | +7.2% |
| Q3 2015 | $1,303,000 | -3.8% | 12,993 | -0.6% | 0.61% | 0.0% |
| Q2 2015 | $1,354,000 | -0.1% | 13,070 | -0.6% | 0.61% | -3.0% |
| Q1 2015 | $1,356,000 | +1.0% | 13,152 | -0.2% | 0.63% | -7.0% |
| Q4 2014 | $1,343,000 | +4.9% | 13,176 | +0.7% | 0.68% | -1.0% |
| Q3 2014 | $1,280,000 | +0.6% | 13,078 | -2.1% | 0.68% | -0.6% |
| Q2 2014 | $1,272,000 | +4.3% | 13,361 | -0.3% | 0.69% | -1.9% |
| Q1 2014 | $1,219,000 | +0.5% | 13,396 | -1.1% | 0.70% | -5.3% |
| Q4 2013 | $1,213,000 | +12.7% | 13,545 | +0.4% | 0.74% | +5.4% |
| Q3 2013 | $1,076,000 | +7.5% | 13,486 | +0.2% | 0.70% | +1.9% |
| Q2 2013 | $1,001,000 | – | 13,454 | – | 0.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |