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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $338,375 | +18.3% | 755 | 0.0% | 0.30% | +3.5% |
| Q3 2023 | $286,129 | -3.5% | 755 | 0.0% | 0.28% | +3.6% |
| Q2 2023 | $296,617 | +40.3% | 755 | 0.0% | 0.28% | +21.1% |
| Q4 2022 | $211,400 | +1.1% | 755 | 0.0% | 0.23% | -3.4% |
| Q3 2022 | $209,000 | -5.9% | 755 | 0.0% | 0.24% | +0.9% |
| Q2 2022 | $222,000 | -24.2% | 755 | 0.0% | 0.23% | -7.9% |
| Q1 2022 | $293,000 | -11.5% | 755 | 0.0% | 0.25% | -7.3% |
| Q4 2021 | $331,000 | – | 755 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |