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 | $215 | +437.5% | 560 | +460.0% | 0.16% | +433.3% |
| Q2 2023 | $40 | +17.6% | 100 | 0.0% | 0.03% | +7.1% |
| Q1 2023 | $34 | +21.4% | 100 | 0.0% | 0.03% | +12.0% |
| Q4 2022 | $28 | -100.0% | 100 | -63.8% | 0.02% | -66.7% |
| Q3 2022 | $77,000 | -50.6% | 276 | -47.5% | 0.08% | -47.6% |
| Q2 2022 | $156,000 | -23.5% | 526 | 0.0% | 0.14% | -11.7% |
| Q1 2022 | $204,000 | – | 526 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |