ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,403 | -9.6% | 598 | -7.0% | 0.10% | -9.5% |
| Q2 2023 | $252,624 | +20.5% | 643 | +4.0% | 0.12% | +5.5% |
| Q1 2023 | $209,631 | +3.2% | 618 | -14.8% | 0.11% | -9.8% |
| Q4 2022 | $203,223 | -6.3% | 725 | 0.0% | 0.12% | -25.6% |
| Q3 2022 | $217,000 | -25.9% | 725 | -17.8% | 0.16% | -36.7% |
| Q2 2022 | $293,000 | +179.0% | 882 | +254.2% | 0.26% | +169.8% |
| Q4 2021 | $105,000 | – | 249 | – | 0.10% | – |
Download | ||||||
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% |