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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $736,631 | +15.8% | 1,875 | 0.0% | 0.06% | +9.8% |
| Q1 2023 | $636,225 | +121085.7% | 1,875 | 0.0% | 0.05% | +13.3% |
| Q4 2022 | $525 | -99.9% | 1,875 | 0.0% | 0.04% | -8.2% |
| Q3 2022 | $518,000 | -6.2% | 1,875 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $552,000 | -24.3% | 1,875 | 0.0% | 0.05% | -15.3% |
| Q1 2022 | $729,000 | -11.4% | 1,875 | 0.0% | 0.06% | -10.6% |
| Q4 2021 | $823,000 | +8.7% | 1,875 | 0.0% | 0.07% | -1.5% |
| Q3 2021 | $757,000 | 0.0% | 1,875 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $757,000 | +11.8% | 1,875 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $677,000 | +3.2% | 1,875 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $656,000 | – | 1,875 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |