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 | $396,703 | -2.7% | 1,038 | 0.0% | 0.00% | – |
| Q2 2023 | $407,799 | +100.3% | 1,038 | +73.0% | 0.00% | – |
| Q1 2023 | $203,592 | -16.1% | 600 | -30.8% | 0.00% | – |
| Q4 2022 | $242,760 | -1.3% | 867 | -2.4% | 0.00% | – |
| Q3 2022 | $246,000 | -3.5% | 888 | +2.4% | 0.00% | – |
| Q2 2022 | $255,000 | -40.1% | 867 | -21.0% | 0.00% | – |
| Q1 2022 | $426,000 | -11.6% | 1,097 | 0.0% | 0.00% | – |
| Q4 2021 | $482,000 | +7.8% | 1,097 | -0.9% | 0.00% | – |
| Q3 2021 | $447,000 | 0.0% | 1,107 | 0.0% | 0.00% | – |
| Q2 2021 | $447,000 | +12.0% | 1,107 | 0.0% | 0.00% | – |
| Q1 2021 | $399,000 | +3.1% | 1,107 | 0.0% | 0.00% | – |
| Q4 2020 | $387,000 | +14.2% | 1,107 | +0.9% | 0.00% | – |
| Q3 2020 | $339,000 | +32.4% | 1,097 | +26.5% | 0.00% | – |
| Q2 2020 | $256,000 | +21.9% | 867 | 0.0% | 0.00% | – |
| Q4 2019 | $210,000 | +2.9% | 867 | -11.2% | 0.00% | – |
| Q3 2018 | $204,000 | -1.9% | 976 | -35.0% | 0.00% | – |
| Q1 2017 | $208,000 | -7.6% | 1,501 | -33.2% | 0.00% | – |
| Q3 2015 | $225,000 | – | 2,246 | – | 0.00% | – |
Download | ||||||
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% |