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 | $223,957 | -15.9% | 586 | -13.6% | 0.01% | 0.0% |
| Q2 2023 | $266,366 | +19.5% | 678 | +3.2% | 0.01% | 0.0% |
| Q1 2023 | $222,933 | -2.3% | 657 | -19.4% | 0.01% | 0.0% |
| Q4 2022 | $228,200 | +1.4% | 815 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $225,000 | -10.7% | 815 | -4.9% | 0.01% | 0.0% |
| Q2 2022 | $252,000 | -35.5% | 857 | -14.7% | 0.01% | -28.6% |
| Q1 2022 | $391,000 | -21.8% | 1,005 | -11.8% | 0.01% | -22.2% |
| Q4 2021 | $500,000 | +8.9% | 1,140 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $459,000 | -2.3% | 1,138 | -2.1% | 0.01% | +12.5% |
| Q2 2021 | $470,000 | +18.7% | 1,163 | +5.9% | 0.01% | 0.0% |
| Q1 2021 | $396,000 | +71.4% | 1,098 | +0.7% | 0.01% | +14.3% |
| Q1 2020 | $231,000 | -83.9% | 1,090 | -81.6% | 0.01% | -80.0% |
| Q4 2019 | $1,433,000 | +87.8% | 5,916 | +68.3% | 0.04% | +66.7% |
| Q3 2019 | $763,000 | – | 3,516 | – | 0.02% | – |
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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% |