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 2022 | $376,000 | -6.2% | 1,361 | 0.0% | 0.07% | +9.7% |
| Q2 2022 | $401,000 | -29.4% | 1,361 | -6.8% | 0.06% | -12.7% |
| Q1 2022 | $568,000 | -11.4% | 1,461 | 0.0% | 0.07% | -9.0% |
| Q4 2021 | $641,000 | +8.6% | 1,461 | 0.0% | 0.08% | +25.8% |
| Q3 2021 | $590,000 | -9.2% | 1,461 | -9.2% | 0.06% | -15.1% |
| Q2 2021 | $650,000 | +2307.4% | 1,609 | +1509.0% | 0.07% | +1116.7% |
| Q2 2020 | $27,000 | +28.6% | 100 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $21,000 | -12.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $24,000 | -25.0% | 100 | -35.5% | 0.01% | -28.6% |
| Q1 2019 | $32,000 | +88.2% | 155 | +55.0% | 0.01% | +40.0% |
| Q4 2018 | $17,000 | – | 100 | – | 0.01% | – |
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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% |