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 | $93,252 | -17.9% | 244 | -15.6% | 0.00% | -100.0% |
| Q2 2023 | $113,539 | +1661.1% | 289 | +1421.1% | 0.00% | – |
| Q1 2023 | $6,447 | +21.2% | 19 | 0.0% | 0.00% | – |
| Q4 2022 | $5,320 | -64.5% | 19 | -64.8% | 0.00% | – |
| Q3 2022 | $15,000 | -6.2% | 54 | 0.0% | 0.00% | – |
| Q2 2022 | $16,000 | -11.1% | 54 | +8.0% | 0.00% | – |
| Q1 2021 | $18,000 | +5.9% | 50 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | +13.3% | 50 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 50 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | +27.3% | 50 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -8.3% | 50 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | -81.5% | 50 | -83.3% | 0.00% | – |
| Q3 2019 | $65,000 | -29.3% | 300 | -29.6% | 0.00% | -100.0% |
| Q2 2019 | $92,000 | +27.8% | 426 | +21.7% | 0.00% | – |
| Q1 2019 | $72,000 | +4.3% | 350 | -12.5% | 0.00% | -100.0% |
| Q4 2018 | $69,000 | -17.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $84,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $77,000 | +6.9% | 400 | 0.0% | 0.00% | – |
| Q1 2018 | $72,000 | +188.0% | 400 | +166.7% | 0.00% | – |
| Q4 2017 | $25,000 | +8.7% | 150 | 0.0% | 0.00% | – |
| Q3 2017 | $23,000 | +4.5% | 150 | 0.0% | 0.00% | – |
| Q2 2017 | $22,000 | +4.8% | 150 | 0.0% | 0.00% | – |
| Q1 2017 | $21,000 | +10.5% | 150 | 0.0% | 0.00% | – |
| Q4 2016 | $19,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2016 | $19,000 | +18.8% | 150 | 0.0% | 0.00% | – |
| Q2 2016 | $16,000 | -5.9% | 150 | 0.0% | 0.00% | – |
| Q1 2016 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2015 | $17,000 | +13.3% | 150 | 0.0% | 0.00% | – |
| Q3 2015 | $15,000 | -21.1% | 150 | -17.1% | 0.00% | – |
| Q2 2015 | $19,000 | +26.7% | 181 | +20.7% | 0.00% | – |
| Q1 2015 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2014 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2014 | $15,000 | +7.1% | 150 | 0.0% | 0.00% | – |
| Q2 2014 | $14,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2014 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | – |
| Q4 2013 | $13,000 | +8.3% | 150 | 0.0% | 0.00% | – |
| Q3 2013 | $12,000 | -20.0% | 150 | -25.0% | 0.00% | – |
| Q2 2013 | $15,000 | – | 200 | – | 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% |