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 | $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% | – |
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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% |