ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,156 | -2.7% | 631 | 0.0% | 0.21% | -10.4% |
Q2 2023 | $247,901 | -42.1% | 631 | -50.0% | 0.23% | +10.5% |
Q1 2023 | $428,222 | +142.4% | 1,262 | +100.0% | 0.21% | +36.6% |
Q4 2022 | $176,680 | -86.2% | 631 | -86.4% | 0.15% | -83.3% |
Q3 2022 | $1,280,000 | -6.1% | 4,631 | 0.0% | 0.91% | +16.0% |
Q2 2022 | $1,363,000 | -24.3% | 4,631 | 0.0% | 0.79% | -25.6% |
Q1 2022 | $1,800,000 | -11.5% | 4,631 | 0.0% | 1.06% | -19.0% |
Q4 2021 | $2,033,000 | – | 4,631 | – | 1.31% | – |
Download |
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% |