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 | $1,203 | +3.4% | 3,147 | +6.2% | 0.01% | 0.0% |
| Q2 2023 | $1,164 | -4.0% | 2,963 | -17.1% | 0.01% | -16.7% |
| Q1 2023 | $1,213 | -24.6% | 3,574 | -37.8% | 0.01% | -25.0% |
| Q4 2022 | $1,608 | -99.9% | 5,743 | +3.7% | 0.01% | -11.1% |
| Q3 2022 | $1,530,000 | -17.8% | 5,536 | -12.4% | 0.01% | -18.2% |
| Q2 2022 | $1,861,000 | -24.1% | 6,321 | +0.2% | 0.01% | -21.4% |
| Q1 2022 | $2,452,000 | -20.9% | 6,310 | -10.6% | 0.01% | -26.3% |
| Q4 2021 | $3,100,000 | -51.4% | 7,061 | -55.3% | 0.02% | -57.8% |
| Q3 2021 | $6,381,000 | +534.9% | 15,807 | +535.3% | 0.04% | +462.5% |
| Q2 2021 | $1,005,000 | +15.4% | 2,488 | +3.1% | 0.01% | 0.0% |
| Q1 2021 | $871,000 | -85.6% | 2,413 | -86.0% | 0.01% | -89.3% |
| Q4 2020 | $6,032,000 | +54.5% | 17,241 | +25.6% | 0.08% | +27.1% |
| Q3 2020 | $3,905,000 | +484.6% | 13,731 | +473.8% | 0.06% | +391.7% |
| Q2 2020 | $668,000 | -43.8% | 2,393 | -57.4% | 0.01% | -53.8% |
| Q1 2020 | $1,188,000 | +105.2% | 5,613 | +134.9% | 0.03% | +116.7% |
| Q4 2019 | $579,000 | +11.8% | 2,390 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $518,000 | -2.4% | 2,388 | -3.1% | 0.01% | -14.3% |
| Q2 2019 | $531,000 | +7.9% | 2,464 | +3.3% | 0.01% | +27.3% |
| Q1 2019 | $492,000 | – | 2,386 | – | 0.01% | – |
Download | ||||||
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% |