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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,751 | +15.8% | 35 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $11,877 | +21.2% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,800 | -2.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -28.6% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 35 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $15,000 | +7.1% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +42.9% | 35 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $7,000 | -12.5% | 35 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | +14.3% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | +16.7% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 35 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $6,000 | +20.0% | 35 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | – | 35 | – | 0.00% | – |
Download | ||||||
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% |