ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505 | -30.0% | 1,321 | -37.8% | 0.32% | -29.8% |
| Q1 2023 | $721 | +21.2% | 2,124 | 0.0% | 0.46% | +38.1% |
| Q4 2022 | $595 | -100.0% | 2,124 | -45.3% | 0.33% | -80.4% |
| Q3 2020 | $1,199,000 | +10.7% | 3,880 | 0.0% | 1.70% | +46.1% |
| Q2 2020 | $1,083,000 | +17.7% | 3,880 | -10.7% | 1.16% | -18.3% |
| Q1 2020 | $920,000 | -15.7% | 4,343 | -3.6% | 1.42% | +39.0% |
| Q4 2019 | $1,091,000 | – | 4,504 | – | 1.02% | – |
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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% |