ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,282 | -2.7% | 74 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29,073 | +15.8% | 74 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $25,110 | +21.2% | 74 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $20,720 | -5.8% | 74 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -24.1% | 74 | 0.0% | 0.01% | -18.2% |
| Q1 2022 | $29,000 | -9.4% | 74 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $32,000 | +6.7% | 74 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $30,000 | 0.0% | 74 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +11.1% | 74 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +3.8% | 74 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $26,000 | +13.0% | 74 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $23,000 | +9.5% | 74 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +31.2% | 74 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $16,000 | -33.3% | 74 | -26.0% | 0.01% | -13.3% |
| Q4 2019 | $24,000 | – | 100 | – | 0.02% | – |
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% |