ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,936,537 | +10.1% | 5,067 | +13.9% | 0.02% | +13.3% |
| Q2 2023 | $1,759,085 | -2.2% | 4,449 | -16.1% | 0.02% | -11.8% |
| Q1 2023 | $1,798,695 | +756.4% | 5,300 | -2.8% | 0.02% | +54.5% |
| Q4 2022 | $210,032 | -86.8% | 5,452 | -5.0% | 0.01% | -38.9% |
| Q3 2022 | $1,586,000 | -23.7% | 5,737 | -18.7% | 0.02% | -5.3% |
| Q2 2022 | $2,078,000 | -36.5% | 7,057 | -16.1% | 0.02% | -24.0% |
| Q1 2022 | $3,270,000 | -10.1% | 8,416 | +1.5% | 0.02% | -7.4% |
| Q4 2021 | $3,639,000 | +10.2% | 8,288 | +1.3% | 0.03% | +28.6% |
| Q3 2021 | $3,302,000 | +1.4% | 8,178 | +1.5% | 0.02% | -25.0% |
| Q2 2021 | $3,256,000 | +21.9% | 8,060 | +8.9% | 0.03% | +12.0% |
| Q1 2021 | $2,670,000 | +6.9% | 7,399 | +3.6% | 0.02% | -3.8% |
| Q4 2020 | $2,498,000 | +5.0% | 7,142 | -8.1% | 0.03% | -16.1% |
| Q3 2020 | $2,379,000 | +9.0% | 7,771 | -0.6% | 0.03% | +3.3% |
| Q2 2020 | $2,182,000 | +44.8% | 7,815 | +9.8% | 0.03% | +7.1% |
| Q1 2020 | $1,507,000 | +205.1% | 7,115 | +248.9% | 0.03% | +250.0% |
| Q4 2019 | $494,000 | +13.0% | 2,039 | +1.3% | 0.01% | +14.3% |
| Q3 2019 | $437,000 | +0.2% | 2,013 | -0.5% | 0.01% | -12.5% |
| Q2 2019 | $436,000 | +14.4% | 2,023 | +9.4% | 0.01% | 0.0% |
| Q1 2019 | $381,000 | +18.3% | 1,849 | -1.4% | 0.01% | 0.0% |
| Q4 2018 | $322,000 | -48.6% | 1,875 | -37.3% | 0.01% | -38.5% |
| Q3 2018 | $626,000 | +89.1% | 2,989 | +76.2% | 0.01% | +160.0% |
| Q2 2018 | $331,000 | +49.8% | 1,696 | +37.8% | 0.01% | -44.4% |
| Q1 2018 | $221,000 | -12.3% | 1,231 | -22.6% | 0.01% | +50.0% |
| Q3 2017 | $252,000 | +2.0% | 1,590 | -5.5% | 0.01% | -14.3% |
| Q2 2017 | $247,000 | -9.2% | 1,683 | -14.8% | 0.01% | -12.5% |
| Q1 2017 | $272,000 | -17.3% | 1,976 | -23.1% | 0.01% | -27.3% |
| Q4 2016 | $329,000 | +306.2% | 2,568 | +211.7% | 0.01% | +83.3% |
| Q3 2014 | $81,000 | – | 824 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |