ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,969 | -2.7% | 1,371 | 0.0% | 0.49% | +1.2% |
| Q2 2023 | $538,625 | +15.8% | 1,371 | 0.0% | 0.49% | +5.4% |
| Q1 2023 | $465,208 | +21.2% | 1,371 | 0.0% | 0.46% | +14.6% |
| Q4 2022 | $383,880 | +1.3% | 1,371 | 0.0% | 0.40% | -21.2% |
| Q3 2022 | $379,000 | -11.4% | 1,371 | -5.8% | 0.51% | -9.7% |
| Q2 2022 | $428,000 | -24.2% | 1,455 | 0.0% | 0.57% | -3.1% |
| Q1 2022 | $565,000 | -14.9% | 1,455 | -3.8% | 0.59% | -9.7% |
| Q4 2021 | $664,000 | – | 1,513 | – | 0.65% | – |
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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% |