ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34 | +17.2% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $29 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $29 | +16.0% | 75 | 0.0% | 0.00% | – |
| Q1 2023 | $25 | +19.0% | 75 | 0.0% | 0.00% | – |
| Q4 2022 | $21 | -99.9% | 75 | 0.0% | 0.00% | – |
| Q3 2022 | $21,000 | -4.5% | 75 | 0.0% | 0.00% | – |
| Q2 2022 | $22,000 | -24.1% | 75 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $29,000 | -3.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +11.1% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | +3.8% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +13.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +9.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +31.2% | 75 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | +77.8% | 75 | -25.0% | 0.00% | – |
| Q1 2014 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2013 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | – |
| Q3 2013 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | – |
| Q2 2013 | $7,000 | – | 100 | – | 0.00% | – |
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% |