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 | $746,122 | -5.2% | 1,952 | -2.5% | 0.01% | -8.3% |
| Q2 2023 | $786,895 | +10.3% | 2,003 | -4.8% | 0.01% | +9.1% |
| Q1 2023 | $713,462 | +20.1% | 2,103 | -0.8% | 0.01% | +10.0% |
| Q4 2022 | $593,830 | -11.0% | 2,121 | -12.1% | 0.01% | -16.7% |
| Q3 2022 | $667,000 | -8.3% | 2,412 | -2.3% | 0.01% | -7.7% |
| Q2 2022 | $727,000 | -51.8% | 2,470 | -36.3% | 0.01% | -43.5% |
| Q1 2022 | $1,507,000 | -70.5% | 3,878 | -66.7% | 0.02% | -70.5% |
| Q4 2021 | $5,110,000 | +13.0% | 11,640 | +3.9% | 0.08% | 0.0% |
| Q3 2021 | $4,523,000 | +8.2% | 11,206 | +8.3% | 0.08% | +9.9% |
| Q2 2021 | $4,179,000 | -99.9% | 10,346 | -43.8% | 0.07% | +22.4% |
| Q1 2021 | $6,641,540,000 | +521623.5% | 18,406 | +405.7% | 0.06% | +107.1% |
| Q4 2020 | $1,273,000 | +195.4% | 3,640 | +160.7% | 0.03% | +154.5% |
| Q3 2020 | $431,000 | – | 1,396 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |