ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,687,829 | +412.8% | 30,582 | +418.7% | 0.01% | +500.0% |
| Q2 2023 | $2,279,367 | -29.3% | 5,896 | -26.0% | 0.00% | -50.0% |
| Q3 2021 | $3,225,000 | +1.6% | 7,969 | -12.4% | 0.00% | -20.0% |
| Q4 2020 | $3,175,000 | +954.8% | 9,100 | +727.3% | 0.01% | +400.0% |
| Q2 2020 | $301,000 | -61.4% | 1,100 | -70.5% | 0.00% | -66.7% |
| Q3 2018 | $780,000 | -76.8% | 3,729 | -80.1% | 0.00% | -62.5% |
| Q2 2018 | $3,363,000 | 0.0% | 18,740 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $3,363,000 | – | 18,740 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |