ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,166 | -2.7% | 626 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $245,855 | +6.0% | 626 | -8.5% | 0.02% | +5.0% |
| Q1 2023 | $232,025 | +4.6% | 684 | -2.8% | 0.02% | +5.3% |
| Q4 2022 | $221,835 | -6.0% | 704 | -12.2% | 0.02% | -17.4% |
| Q2 2022 | $236,000 | -24.1% | 802 | 0.0% | 0.02% | -14.8% |
| Q1 2022 | $311,000 | -11.6% | 802 | 0.0% | 0.03% | -10.0% |
| Q4 2021 | $352,000 | +8.6% | 802 | -0.1% | 0.03% | +3.4% |
| Q3 2021 | $324,000 | 0.0% | 803 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $324,000 | +11.7% | 803 | 0.0% | 0.03% | +3.4% |
| Q1 2021 | $290,000 | +3.2% | 803 | 0.0% | 0.03% | -31.0% |
| Q4 2020 | $281,000 | +13.3% | 803 | 0.0% | 0.04% | +40.0% |
| Q3 2020 | $248,000 | -99.9% | 803 | 0.0% | 0.03% | +7.1% |
| Q2 2020 | $224,370,000 | – | 803 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |