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 | $6,319,129 | -4.5% | 16,534 | -1.8% | 0.01% | -16.7% |
| Q2 2023 | $6,617,278 | +12.9% | 16,843 | -2.5% | 0.01% | +20.0% |
| Q1 2023 | $5,860,518 | +17.7% | 17,271 | -2.9% | 0.01% | 0.0% |
| Q4 2022 | $4,980,820 | -45.5% | 17,789 | -46.2% | 0.01% | -50.0% |
| Q3 2022 | $9,140,000 | -38.0% | 33,067 | -34.0% | 0.01% | -28.6% |
| Q2 2022 | $14,743,000 | -24.2% | 50,082 | +0.0% | 0.01% | -17.6% |
| Q1 2022 | $19,461,000 | +141.9% | 50,074 | +173.2% | 0.02% | +142.9% |
| Q4 2021 | $8,045,000 | -23.5% | 18,326 | -29.7% | 0.01% | -30.0% |
| Q3 2021 | $10,522,000 | -3.2% | 26,069 | -3.1% | 0.01% | 0.0% |
| Q2 2021 | $10,872,000 | +6.6% | 26,915 | -4.7% | 0.01% | 0.0% |
| Q1 2021 | $10,197,000 | +1.6% | 28,257 | -1.5% | 0.01% | 0.0% |
| Q4 2020 | $10,034,000 | +8.5% | 28,685 | -4.1% | 0.01% | -9.1% |
| Q3 2020 | $9,244,000 | +9.9% | 29,915 | -0.7% | 0.01% | 0.0% |
| Q2 2020 | $8,410,000 | +19.6% | 30,131 | -9.2% | 0.01% | +22.2% |
| Q1 2020 | $7,031,000 | +123.8% | 33,198 | +156.0% | 0.01% | +200.0% |
| Q4 2019 | $3,141,000 | +11.6% | 12,967 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,814,000 | -2.8% | 12,966 | -3.5% | 0.00% | 0.0% |
| Q2 2019 | $2,895,000 | +4.6% | 13,431 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $2,768,000 | +19.7% | 13,419 | -0.4% | 0.00% | 0.0% |
| Q4 2018 | $2,312,000 | -18.1% | 13,472 | -0.1% | 0.00% | 0.0% |
| Q3 2018 | $2,824,000 | +8.7% | 13,489 | +0.2% | 0.00% | 0.0% |
| Q2 2018 | $2,599,000 | +92.8% | 13,465 | +79.2% | 0.00% | +200.0% |
| Q1 2018 | $1,348,000 | -8.2% | 7,512 | -13.6% | 0.00% | 0.0% |
| Q4 2017 | $1,468,000 | +8.7% | 8,691 | -0.2% | 0.00% | 0.0% |
| Q3 2017 | $1,351,000 | +8.1% | 8,709 | +0.7% | 0.00% | 0.0% |
| Q2 2017 | $1,250,000 | +4.4% | 8,646 | +0.1% | 0.00% | 0.0% |
| Q1 2017 | $1,197,000 | +2.8% | 8,640 | -8.0% | 0.00% | 0.0% |
| Q4 2016 | $1,164,000 | +0.2% | 9,388 | -0.2% | 0.00% | 0.0% |
| Q3 2016 | $1,162,000 | +6.3% | 9,408 | -5.4% | 0.00% | 0.0% |
| Q2 2016 | $1,093,000 | -7.4% | 9,948 | -6.7% | 0.00% | 0.0% |
| Q1 2016 | $1,180,000 | -8.2% | 10,660 | -8.2% | 0.00% | -50.0% |
| Q4 2015 | $1,285,000 | +10.9% | 11,606 | +0.4% | 0.00% | +100.0% |
| Q3 2015 | $1,159,000 | -2.8% | 11,557 | +0.4% | 0.00% | 0.0% |
| Q2 2015 | $1,192,000 | +17.8% | 11,509 | +17.3% | 0.00% | 0.0% |
| Q1 2015 | $1,012,000 | +102.4% | 9,814 | +99.9% | 0.00% | 0.0% |
| Q4 2014 | $500,000 | +3.7% | 4,910 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $482,000 | +15.3% | 4,910 | +12.2% | 0.00% | 0.0% |
| Q2 2014 | $418,000 | -16.9% | 4,378 | -20.8% | 0.00% | 0.0% |
| Q1 2014 | $503,000 | -10.0% | 5,530 | -11.4% | 0.00% | 0.0% |
| Q4 2013 | $559,000 | +26.8% | 6,240 | +13.0% | 0.00% | 0.0% |
| Q3 2013 | $441,000 | +12.5% | 5,520 | +4.7% | 0.00% | 0.0% |
| Q2 2013 | $392,000 | – | 5,270 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |