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 | $1,532,614 | +10.8% | 4,010 | +13.9% | 0.35% | +10.5% |
| Q2 2023 | $1,382,715 | +15.8% | 3,520 | +0.0% | 0.32% | +4.0% |
| Q1 2023 | $1,194,125 | +42.7% | 3,519 | +17.8% | 0.30% | +11.4% |
| Q4 2022 | $836,770 | +0.6% | 2,988 | -0.7% | 0.27% | -2.9% |
| Q3 2022 | $832,000 | +18.2% | 3,010 | +25.8% | 0.28% | +22.3% |
| Q2 2022 | $704,000 | +25.7% | 2,392 | +65.9% | 0.23% | +39.6% |
| Q1 2022 | $560,000 | +5.5% | 1,442 | +19.3% | 0.16% | +7.2% |
| Q4 2021 | $531,000 | +8.8% | 1,209 | 0.0% | 0.15% | -4.4% |
| Q3 2021 | $488,000 | -6.3% | 1,209 | -6.2% | 0.16% | -8.0% |
| Q2 2021 | $521,000 | +12.0% | 1,289 | 0.0% | 0.17% | -5.9% |
| Q1 2021 | $465,000 | +17.4% | 1,289 | +14.0% | 0.18% | -4.1% |
| Q4 2020 | $396,000 | +1.5% | 1,131 | -10.3% | 0.19% | -16.5% |
| Q3 2020 | $390,000 | +11.7% | 1,261 | +0.9% | 0.23% | +7.9% |
| Q2 2020 | $349,000 | +31.7% | 1,250 | 0.0% | 0.21% | +9.7% |
| Q1 2020 | $265,000 | -12.5% | 1,250 | 0.0% | 0.20% | +20.4% |
| Q4 2019 | $303,000 | +11.8% | 1,250 | 0.0% | 0.16% | +6.6% |
| Q3 2019 | $271,000 | +0.4% | 1,250 | 0.0% | 0.15% | -2.6% |
| Q2 2019 | $270,000 | +0.4% | 1,250 | -4.3% | 0.16% | -11.4% |
| Q1 2019 | $269,000 | +20.1% | 1,306 | 0.0% | 0.18% | +10.7% |
| Q4 2018 | $224,000 | – | 1,306 | – | 0.16% | – |
Download | ||||||
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% |