ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,464,488 | -2.2% | 3,790 | -0.6% | 0.00% | -33.3% |
| Q2 2023 | $1,497,017 | +17.3% | 3,814 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $1,276,188 | +19.3% | 3,763 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $1,069,676 | -0.3% | 3,818 | -1.7% | 0.00% | -50.0% |
| Q3 2022 | $1,073,000 | -5.6% | 3,886 | +0.6% | 0.01% | +20.0% |
| Q2 2022 | $1,137,000 | -23.6% | 3,862 | +0.6% | 0.01% | +25.0% |
| Q1 2022 | $1,489,000 | -7.3% | 3,838 | +4.9% | 0.00% | -20.0% |
| Q4 2021 | $1,606,000 | – | 3,660 | – | 0.01% | – |
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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% |