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 | $865,059 | +30.1% | 2,263 | +0.2% | 0.00% | -62.5% |
Q2 2022 | $665,000 | -24.2% | 2,258 | 0.0% | 0.01% | -11.1% |
Q1 2022 | $877,000 | -11.5% | 2,258 | 0.0% | 0.01% | -10.0% |
Q4 2021 | $991,000 | +8.8% | 2,258 | 0.0% | 0.01% | -16.7% |
Q3 2021 | $911,000 | +13.9% | 2,258 | +14.0% | 0.01% | +9.1% |
Q2 2021 | $800,000 | +12.0% | 1,980 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $714,000 | +3.0% | 1,980 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $693,000 | +13.2% | 1,980 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $612,000 | +10.7% | 1,980 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $553,000 | +32.0% | 1,980 | 0.0% | 0.01% | -7.7% |
Q1 2020 | $419,000 | -12.5% | 1,980 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $479,000 | +11.4% | 1,980 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $430,000 | – | 1,980 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |