ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,165,462 | -3.0% | 10,899 | -0.3% | 0.07% | -2.9% |
| Q2 2023 | $4,295,332 | +31.3% | 10,933 | +13.4% | 0.07% | +21.1% |
| Q1 2023 | $3,271,349 | +157.0% | 9,641 | +112.1% | 0.06% | +147.8% |
| Q4 2022 | $1,272,947 | -51.7% | 4,546 | -52.3% | 0.02% | -58.9% |
| Q3 2022 | $2,633,000 | -36.3% | 9,526 | -32.1% | 0.06% | -34.1% |
| Q2 2022 | $4,131,000 | -40.4% | 14,032 | -21.3% | 0.08% | -33.6% |
| Q1 2022 | $6,929,000 | -8.1% | 17,830 | +3.8% | 0.13% | -15.8% |
| Q4 2021 | $7,542,000 | – | 17,179 | – | 0.15% | – |
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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% |