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 | $17,774,049 | -5.2% | 46,507 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $18,746,195 | +20.4% | 47,716 | +4.0% | 0.00% | 0.0% |
| Q1 2023 | $15,565,283 | +37499.1% | 45,873 | -69.0% | 0.00% | -60.0% |
| Q4 2022 | $41,398 | -99.7% | 147,853 | +164.5% | 0.01% | +150.0% |
| Q3 2022 | $15,453,000 | -52.4% | 55,906 | -49.3% | 0.00% | -60.0% |
| Q2 2022 | $32,464,000 | +125.4% | 110,276 | +197.6% | 0.01% | +150.0% |
| Q1 2022 | $14,402,000 | +125.1% | 37,057 | +154.3% | 0.00% | +100.0% |
| Q4 2021 | $6,399,000 | +28.6% | 14,575 | +18.3% | 0.00% | 0.0% |
| Q3 2021 | $4,975,000 | +4.1% | 12,324 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $4,779,000 | +42.2% | 11,829 | +27.0% | 0.00% | – |
| Q1 2021 | $3,361,000 | +17.6% | 9,313 | +14.0% | 0.00% | – |
| Q4 2020 | $2,859,000 | -8.8% | 8,172 | -19.8% | 0.00% | -100.0% |
| Q3 2020 | $3,135,000 | +13.0% | 10,187 | +2.5% | 0.00% | 0.0% |
| Q2 2020 | $2,775,000 | +26.7% | 9,942 | -3.9% | 0.00% | 0.0% |
| Q1 2020 | $2,191,000 | -12.7% | 10,347 | -0.2% | 0.00% | – |
| Q4 2019 | $2,509,000 | -33.4% | 10,364 | -40.3% | 0.00% | -100.0% |
| Q3 2019 | $3,768,000 | -13.4% | 17,363 | -14.2% | 0.00% | 0.0% |
| Q2 2019 | $4,351,000 | +5.0% | 20,226 | +0.7% | 0.00% | 0.0% |
| Q1 2019 | $4,143,000 | +22.3% | 20,094 | +1.8% | 0.00% | 0.0% |
| Q4 2018 | $3,387,000 | +74.4% | 19,730 | +112.7% | 0.00% | – |
| Q3 2018 | $1,942,000 | +8.2% | 9,274 | -0.4% | 0.00% | – |
| Q2 2018 | $1,795,000 | +10.9% | 9,308 | +3.1% | 0.00% | – |
| Q1 2018 | $1,619,000 | +36.2% | 9,024 | +28.1% | 0.00% | – |
| Q4 2017 | $1,189,000 | +68.4% | 7,042 | +53.8% | 0.00% | – |
| Q3 2017 | $706,000 | +5.7% | 4,579 | -0.8% | 0.00% | – |
| Q2 2017 | $668,000 | +1.4% | 4,618 | -2.9% | 0.00% | – |
| Q1 2017 | $659,000 | +13.2% | 4,756 | +1.1% | 0.00% | – |
| Q4 2016 | $582,000 | -0.3% | 4,702 | -0.5% | 0.00% | – |
| Q3 2016 | $584,000 | +0.2% | 4,728 | -10.8% | 0.00% | – |
| Q2 2016 | $583,000 | +0.9% | 5,303 | +1.4% | 0.00% | – |
| Q1 2016 | $578,000 | -45.0% | 5,228 | -45.0% | 0.00% | – |
| Q4 2015 | $1,051,000 | -25.3% | 9,500 | -32.3% | 0.00% | – |
| Q3 2015 | $1,407,000 | -26.9% | 14,024 | -24.5% | 0.00% | – |
| Q2 2015 | $1,924,000 | -0.3% | 18,570 | -0.8% | 0.00% | – |
| Q1 2015 | $1,930,000 | -10.6% | 18,717 | -11.7% | 0.00% | – |
| Q4 2014 | $2,160,000 | -29.6% | 21,201 | -32.4% | 0.00% | -100.0% |
| Q3 2014 | $3,069,000 | +12.2% | 31,361 | +9.2% | 0.00% | 0.0% |
| Q2 2014 | $2,735,000 | +4.9% | 28,732 | +0.3% | 0.00% | 0.0% |
| Q1 2014 | $2,608,000 | -5.4% | 28,656 | -6.9% | 0.00% | 0.0% |
| Q4 2013 | $2,757,000 | -18.6% | 30,775 | -27.5% | 0.00% | 0.0% |
| Q3 2013 | $3,388,000 | -2.3% | 42,464 | -8.9% | 0.00% | 0.0% |
| Q2 2013 | $3,468,000 | – | 46,619 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |