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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $395,000 | -37.8% | 1,632 | -43.8% | 3.06% | +136.0% |
| Q3 2019 | $635,000 | +111.7% | 2,905 | +116.6% | 1.30% | +356.7% |
| Q2 2019 | $300,000 | -55.0% | 1,341 | -58.7% | 0.28% | -47.5% |
| Q1 2019 | $667,000 | +18.5% | 3,244 | -1.0% | 0.54% | -3.0% |
| Q4 2018 | $563,000 | -46.9% | 3,278 | -35.3% | 0.56% | -38.7% |
| Q3 2018 | $1,061,000 | +12.6% | 5,070 | +5.0% | 0.91% | -8.9% |
| Q2 2018 | $942,000 | +12.8% | 4,830 | +3.8% | 1.00% | +24.1% |
| Q1 2018 | $835,000 | – | 4,655 | – | 0.81% | – |
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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% |