ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $357,119 | +15.8% | 909 | 0.0% | 0.19% | +9.8% |
Q1 2023 | $308,442 | +18.0% | 909 | -0.1% | 0.17% | +16.8% |
Q4 2022 | $261,461 | -2.8% | 910 | -0.2% | 0.15% | -9.1% |
Q3 2022 | $269,000 | -22.5% | 912 | -22.6% | 0.16% | -21.9% |
Q2 2022 | $347,000 | -25.2% | 1,178 | -1.3% | 0.21% | -15.0% |
Q1 2022 | $464,000 | – | 1,194 | – | 0.25% | – |
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% |