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 | $19,109 | -35.1% | 50 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $29,449 | +200.3% | 100 | +100.0% | 0.00% | – |
| Q1 2023 | $9,805 | +19510.0% | 50 | -77.7% | 0.00% | -100.0% |
| Q4 2022 | $50 | -99.9% | 224 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $51,000 | -15.0% | 225 | -20.8% | 0.00% | -50.0% |
| Q2 2022 | $60,000 | -17.8% | 284 | -18.2% | 0.00% | +100.0% |
| Q1 2022 | $73,000 | +46.0% | 347 | +207.1% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +11.1% | 113 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | -23.7% | 113 | -30.7% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | -42.7% | 163 | -44.4% | 0.00% | -75.0% |
| Q4 2020 | $103,000 | +14.4% | 293 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $90,000 | -75.2% | 293 | -77.9% | 0.01% | -82.8% |
| Q2 2020 | $363,000 | -27.7% | 1,328 | -42.6% | 0.03% | -43.1% |
| Q1 2020 | $502,000 | -12.5% | 2,315 | -1.9% | 0.05% | +18.6% |
| Q4 2019 | $574,000 | +5.3% | 2,359 | -6.8% | 0.04% | +16.2% |
| Q3 2019 | $545,000 | +148.9% | 2,530 | +97.3% | 0.04% | +184.6% |
| Q4 2018 | $219,000 | -26.5% | 1,282 | -9.8% | 0.01% | +8.3% |
| Q3 2018 | $298,000 | +88.6% | 1,421 | +72.9% | 0.01% | +71.4% |
| Q2 2018 | $158,000 | +39.8% | 822 | +22.7% | 0.01% | +40.0% |
| Q1 2018 | $113,000 | 0.0% | 670 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $113,000 | +17.7% | 670 | +8.8% | 0.01% | +25.0% |
| Q3 2017 | $96,000 | +7.9% | 616 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $89,000 | +78.0% | 616 | +71.1% | 0.00% | +100.0% |
| Q1 2017 | $50,000 | +11.1% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $45,000 | -10.0% | 360 | -10.2% | 0.00% | -33.3% |
| Q3 2016 | $50,000 | +13.6% | 401 | +0.2% | 0.00% | +50.0% |
| Q2 2016 | $44,000 | +12.8% | 400 | +14.6% | 0.00% | -33.3% |
| Q4 2015 | $39,000 | – | 349 | – | 0.00% | – |
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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% |