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 | $279,756 | -2.7% | 732 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $287,581 | +15.8% | 732 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $248,382 | +21.2% | 732 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $204,960 | +1.5% | 732 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $202,000 | -6.0% | 732 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $215,000 | -25.6% | 732 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $289,000 | -10.0% | 732 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $321,000 | +8.8% | 732 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $295,000 | -0.3% | 732 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $296,000 | +12.1% | 732 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $264,000 | +3.1% | 732 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $256,000 | +13.3% | 732 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $226,000 | +10.8% | 732 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $204,000 | +31.6% | 732 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $155,000 | -12.4% | 732 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $177,000 | +11.3% | 732 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $159,000 | +0.6% | 732 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $158,000 | +4.6% | 732 | 0.0% | 0.02% | -11.8% |
| Q1 2019 | $151,000 | +20.8% | 732 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $125,000 | -18.3% | 732 | 0.0% | 0.02% | -10.5% |
| Q3 2018 | $153,000 | +8.5% | 732 | 0.0% | 0.02% | -5.0% |
| Q2 2018 | $141,000 | +7.6% | 732 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $131,000 | +5.6% | 732 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $124,000 | +0.8% | 732 | 0.0% | 0.02% | -4.8% |
| Q3 2017 | $123,000 | +11.8% | 732 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $110,000 | -47.6% | 732 | -50.0% | 0.02% | 0.0% |
| Q1 2017 | $210,000 | +130.8% | 1,464 | +100.0% | 0.02% | 0.0% |
| Q4 2016 | $91,000 | – | 732 | – | 0.02% | – |
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% |