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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $284,689 | -8.2% | 839 | -25.2% | 0.01% | -27.3% |
| Q3 2022 | $310,000 | +54.2% | 1,121 | +64.1% | 0.01% | +22.2% |
| Q2 2022 | $201,000 | -49.2% | 683 | -24.4% | 0.01% | -62.5% |
| Q4 2021 | $396,000 | -10.6% | 903 | -36.9% | 0.02% | -17.2% |
| Q3 2020 | $443,000 | +33.8% | 1,432 | +20.8% | 0.03% | +26.1% |
| Q2 2020 | $331,000 | -73.0% | 1,185 | -79.6% | 0.02% | -74.2% |
| Q1 2020 | $1,228,000 | – | 5,801 | – | 0.09% | – |
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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% |