ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 278 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 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. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |