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 | $354 | -16.3% | 926 | -13.9% | 0.04% | -12.8% |
| Q2 2023 | $423 | +15.9% | 1,076 | 0.0% | 0.05% | +4.4% |
| Q1 2023 | $365 | +12.0% | 1,076 | -7.7% | 0.04% | +2.3% |
| Q4 2022 | $326 | -99.9% | 1,166 | 0.0% | 0.04% | -6.4% |
| Q3 2022 | $322,000 | -6.1% | 1,166 | 0.0% | 0.05% | +4.4% |
| Q2 2022 | $343,000 | -24.3% | 1,166 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $453,000 | -11.5% | 1,166 | 0.0% | 0.05% | -7.8% |
| Q4 2021 | $512,000 | +8.7% | 1,166 | 0.0% | 0.05% | -3.8% |
| Q3 2021 | $471,000 | -0.8% | 1,166 | -0.9% | 0.05% | +1.9% |
| Q2 2021 | $475,000 | +12.0% | 1,176 | 0.0% | 0.05% | +8.3% |
| Q1 2021 | $424,000 | +3.2% | 1,176 | 0.0% | 0.05% | -7.7% |
| Q4 2020 | $411,000 | +13.2% | 1,176 | 0.0% | 0.05% | +2.0% |
| Q3 2020 | $363,000 | +10.7% | 1,176 | 0.0% | 0.05% | +8.5% |
| Q2 2020 | $328,000 | +20.1% | 1,176 | -11.3% | 0.05% | +17.5% |
| Q1 2019 | $273,000 | – | 1,326 | – | 0.04% | – |
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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% |