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 | $2,580,862 | +8.4% | 6,753 | +11.5% | 2.15% | -0.4% |
| Q2 2023 | $2,380,006 | +40.0% | 6,058 | +20.9% | 2.15% | +37.3% |
| Q1 2023 | $1,700,333 | +45.4% | 5,011 | +20.0% | 1.57% | +80.3% |
| Q4 2022 | $1,169,280 | -2.2% | 4,176 | -3.4% | 0.87% | -2.9% |
| Q3 2022 | $1,195,000 | +78.1% | 4,324 | +90.1% | 0.90% | +64.7% |
| Q2 2022 | $671,000 | -48.6% | 2,274 | -32.3% | 0.54% | -22.7% |
| Q1 2022 | $1,306,000 | -36.0% | 3,360 | -27.8% | 0.70% | -31.7% |
| Q4 2021 | $2,042,000 | +12.6% | 4,652 | +3.5% | 1.03% | -3.3% |
| Q3 2021 | $1,814,000 | +35.9% | 4,493 | +36.0% | 1.07% | +51.4% |
| Q2 2021 | $1,335,000 | +1.8% | 3,304 | -9.0% | 0.70% | +0.3% |
| Q1 2021 | $1,311,000 | +6.2% | 3,632 | +2.9% | 0.70% | -0.3% |
| Q4 2020 | $1,235,000 | -35.2% | 3,530 | -42.7% | 0.70% | -40.6% |
| Q3 2020 | $1,905,000 | +6.1% | 6,165 | -4.2% | 1.18% | +12.2% |
| Q2 2020 | $1,796,000 | +38.3% | 6,434 | +4.9% | 1.06% | +17.1% |
| Q1 2020 | $1,299,000 | -35.5% | 6,133 | -26.3% | 0.90% | -14.7% |
| Q4 2019 | $2,014,000 | +18.5% | 8,319 | +6.2% | 1.06% | +10.6% |
| Q3 2019 | $1,700,000 | +116.8% | 7,835 | +115.6% | 0.96% | +100.6% |
| Q2 2019 | $784,000 | +8.0% | 3,634 | +3.3% | 0.48% | +1.9% |
| Q1 2019 | $726,000 | – | 3,519 | – | 0.47% | – |
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% |