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 | $15,716,388 | -3.2% | 41,123 | -0.5% | 5.22% | +2.2% |
| Q2 2023 | $16,239,281 | +15.1% | 41,335 | -0.6% | 5.11% | +6.7% |
| Q1 2023 | $14,109,944 | +20.7% | 41,583 | -0.4% | 4.79% | +10.9% |
| Q4 2022 | $11,690,840 | -0.2% | 41,753 | -1.5% | 4.32% | -84.1% |
| Q3 2022 | $11,715,000 | -6.8% | 42,383 | -0.8% | 27.17% | -0.0% |
| Q2 2022 | $12,572,000 | -24.7% | 42,704 | -0.6% | 27.18% | +241.6% |
| Q1 2022 | $16,699,000 | -13.0% | 42,970 | -1.7% | 7.96% | -3.7% |
| Q4 2021 | $19,185,000 | +2.3% | 43,700 | -5.9% | 8.26% | -71.7% |
| Q3 2021 | $18,753,000 | -0.2% | 46,458 | -0.2% | 29.22% | +251.8% |
| Q2 2021 | $18,798,000 | -54.5% | 46,533 | -59.4% | 8.31% | -47.8% |
| Q1 2021 | $41,314,000 | +2.9% | 114,491 | -0.3% | 15.91% | -1.7% |
| Q4 2020 | $40,169,000 | +14.1% | 114,825 | +0.8% | 16.19% | +1.0% |
| Q3 2020 | $35,200,000 | +12.9% | 113,894 | +1.9% | 16.02% | -1.4% |
| Q2 2020 | $31,186,000 | +118.7% | 111,722 | +65.9% | 16.25% | +20.5% |
| Q1 2020 | $14,260,000 | – | 67,335 | – | 13.49% | – |
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% |