ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180 | +12.7% | 3,117 | +1.1% | 0.63% | +10.7% |
| Q1 2023 | $1,047 | +5.2% | 3,084 | -9.7% | 0.57% | -0.5% |
| Q4 2022 | $995 | -99.9% | 3,417 | -0.5% | 0.57% | -2.9% |
| Q3 2022 | $971,000 | -20.5% | 3,434 | -8.5% | 0.59% | -16.2% |
| Q3 2020 | $1,221,000 | +36.0% | 3,751 | -11.5% | 0.70% | -9.7% |
| Q1 2020 | $898,000 | -7.3% | 4,240 | +6.0% | 0.78% | +24.6% |
| Q4 2019 | $969,000 | – | 4,000 | – | 0.63% | – |
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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% |