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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $613,270 | +12.2% | 1,561 | -3.1% | 0.02% | -4.2% |
| Q1 2023 | $546,645 | +19.9% | 1,611 | -1.0% | 0.02% | +9.1% |
| Q4 2022 | $455,840 | -91.6% | 1,628 | -91.7% | 0.02% | -92.7% |
| Q3 2022 | $5,416,000 | -50.6% | 19,592 | -47.4% | 0.30% | -51.8% |
| Q2 2022 | $10,972,000 | -16.6% | 37,271 | +10.1% | 0.63% | -15.8% |
| Q1 2022 | $13,157,000 | +2085.5% | 33,854 | +2369.3% | 0.74% | +2091.2% |
| Q4 2021 | $602,000 | +5.1% | 1,371 | -3.4% | 0.03% | -12.8% |
| Q3 2021 | $573,000 | -0.9% | 1,419 | -0.9% | 0.04% | -4.9% |
| Q2 2021 | $578,000 | +11.6% | 1,432 | -0.3% | 0.04% | -10.9% |
| Q1 2021 | $518,000 | +3.2% | 1,436 | 0.0% | 0.05% | -17.9% |
| Q4 2020 | $502,000 | +13.1% | 1,436 | 0.0% | 0.06% | -6.7% |
| Q3 2020 | $444,000 | +8.3% | 1,436 | -2.3% | 0.06% | -4.8% |
| Q2 2020 | $410,000 | – | 1,470 | – | 0.06% | – |
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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% |