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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,379,288 | -4.4% | 3,609 | -1.7% | 0.01% | -16.7% |
| Q2 2023 | $1,442,619 | +15.0% | 3,672 | -0.7% | 0.01% | 0.0% |
| Q1 2023 | $1,254,805 | -23.0% | 3,698 | -36.4% | 0.01% | -25.0% |
| Q4 2022 | $1,629,320 | +12433.2% | 5,819 | +13432.6% | 0.01% | – |
| Q2 2022 | $13,000 | -59.4% | 43 | -48.2% | 0.00% | – |
| Q1 2022 | $32,000 | +113.3% | 83 | +137.1% | 0.00% | – |
| Q4 2021 | $15,000 | +7.1% | 35 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | -75.4% | 35 | -86.6% | 0.00% | -100.0% |
| Q3 2019 | $57,000 | +1.8% | 261 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $56,000 | – | 261 | – | 0.00% | – |
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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% |