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% | – |
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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% |