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 | $413,137 | -3.4% | 1,081 | -0.7% | 0.23% | +1.3% |
| Q2 2023 | $427,835 | +15.8% | 1,089 | 0.0% | 0.23% | +12.3% |
| Q1 2023 | $369,519 | +12.1% | 1,089 | -7.5% | 0.20% | +9.1% |
| Q4 2022 | $329,560 | +3.6% | 1,177 | +2.2% | 0.19% | -8.3% |
| Q3 2022 | $318,000 | -6.5% | 1,152 | -0.4% | 0.20% | -1.4% |
| Q2 2022 | $340,000 | -27.7% | 1,157 | -4.4% | 0.21% | -18.2% |
| Q1 2022 | $470,000 | -12.0% | 1,210 | -0.7% | 0.25% | +0.4% |
| Q4 2021 | $534,000 | – | 1,218 | – | 0.25% | – |
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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% |