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 | $1,464,038 | -1.4% | 3,831 | +1.3% | 0.00% | – |
| Q2 2023 | $1,485,487 | -45.7% | 3,781 | -53.1% | 0.00% | – |
| Q1 2023 | $2,736,672 | +142.1% | 8,066 | +99.8% | 0.00% | – |
| Q4 2022 | $1,130,244 | -0.2% | 4,037 | -1.6% | 0.00% | – |
| Q3 2022 | $1,133,000 | -6.1% | 4,101 | +0.0% | 0.00% | – |
| Q2 2022 | $1,207,000 | -21.7% | 4,099 | +3.3% | 0.00% | – |
| Q1 2022 | $1,542,000 | -12.1% | 3,969 | -0.7% | 0.00% | – |
| Q4 2021 | $1,755,000 | +8.0% | 3,997 | -0.8% | 0.00% | – |
| Q3 2021 | $1,625,000 | -0.9% | 4,028 | -0.8% | 0.00% | – |
| Q2 2021 | $1,639,000 | +13.6% | 4,059 | +1.5% | 0.00% | – |
| Q1 2021 | $1,443,000 | +5.2% | 3,999 | +1.9% | 0.00% | – |
| Q4 2020 | $1,372,000 | +25.1% | 3,923 | +10.5% | 0.00% | – |
| Q3 2020 | $1,097,000 | -20.1% | 3,549 | -27.9% | 0.00% | – |
| Q2 2020 | $1,373,000 | +12.5% | 4,919 | -14.6% | 0.00% | – |
| Q1 2020 | $1,220,000 | -15.6% | 5,760 | -3.5% | 0.00% | – |
| Q4 2019 | $1,445,000 | +13.9% | 5,968 | +2.1% | 0.00% | – |
| Q3 2019 | $1,269,000 | +34.7% | 5,846 | +33.8% | 0.00% | – |
| Q2 2019 | $942,000 | +49.8% | 4,369 | +43.2% | 0.00% | – |
| Q1 2019 | $629,000 | +26.8% | 3,050 | +4.8% | 0.00% | – |
| Q4 2018 | $496,000 | -34.9% | 2,911 | -20.0% | 0.00% | – |
| Q3 2018 | $762,000 | +42.2% | 3,641 | +30.9% | 0.00% | – |
| Q2 2018 | $536,000 | +24.4% | 2,781 | +15.9% | 0.00% | – |
| Q1 2018 | $431,000 | -7.5% | 2,400 | -12.5% | 0.00% | – |
| Q4 2017 | $466,000 | +41.2% | 2,742 | +28.0% | 0.00% | – |
| Q3 2017 | $330,000 | -10.8% | 2,142 | -16.2% | 0.00% | – |
| Q2 2017 | $370,000 | +35.5% | 2,556 | +29.5% | 0.00% | – |
| Q1 2017 | $273,000 | – | 1,973 | – | 0.00% | – |
Download | ||||||
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% |