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 | $144,098,731 | +69.0% | 352,070 | +63.5% | 0.05% | +72.4% |
| Q2 2023 | $85,265,158 | +10219.3% | 215,278 | +7563.9% | 0.03% | – |
| Q4 2022 | $826,267 | -9.2% | 2,809 | -1.3% | 0.00% | – |
| Q3 2022 | $910,000 | -1.6% | 2,846 | -3.9% | 0.00% | – |
| Q2 2022 | $925,000 | -24.6% | 2,962 | -4.8% | 0.00% | -100.0% |
| Q1 2022 | $1,227,000 | -29.7% | 3,112 | -20.5% | 0.00% | 0.0% |
| Q4 2021 | $1,746,000 | -53.1% | 3,915 | -56.6% | 0.00% | -50.0% |
| Q3 2021 | $3,719,000 | +8.8% | 9,014 | +7.0% | 0.00% | 0.0% |
| Q2 2021 | $3,419,000 | +11.7% | 8,428 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $3,062,000 | +9.1% | 8,003 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $2,806,000 | +19.5% | 8,037 | +5.8% | 0.00% | 0.0% |
| Q3 2020 | $2,348,000 | +4.4% | 7,600 | -0.6% | 0.00% | 0.0% |
| Q2 2020 | $2,248,000 | +33.5% | 7,646 | -6.7% | 0.00% | 0.0% |
| Q1 2020 | $1,684,000 | +8.8% | 8,194 | +28.2% | 0.00% | +100.0% |
| Q4 2019 | $1,548,000 | +12.3% | 6,393 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $1,379,000 | +0.9% | 6,353 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $1,367,000 | -41.8% | 6,339 | -44.3% | 0.00% | -50.0% |
| Q1 2019 | $2,347,000 | +116.1% | 11,381 | +79.9% | 0.00% | +100.0% |
| Q4 2018 | $1,086,000 | -98.9% | 6,328 | -98.7% | 0.00% | -98.7% |
| Q3 2018 | $98,877,000 | +6780.8% | 472,239 | +6238.8% | 0.08% | +7600.0% |
| Q2 2018 | $1,437,000 | -98.8% | 7,450 | -98.9% | 0.00% | -99.1% |
| Q1 2018 | $118,229,000 | +189.5% | 658,916 | +172.3% | 0.11% | +202.9% |
| Q4 2017 | $40,839,000 | -57.2% | 241,953 | -60.6% | 0.04% | -59.8% |
| Q3 2017 | $95,451,000 | +11.9% | 614,700 | +4.2% | 0.09% | +6.1% |
| Q2 2017 | $85,306,000 | +0.1% | 589,784 | -4.2% | 0.08% | +1.2% |
| Q1 2017 | $85,236,000 | +11.8% | 615,596 | -0.7% | 0.08% | +1.2% |
| Q4 2016 | $76,218,000 | -16.2% | 620,062 | -15.8% | 0.08% | -19.2% |
| Q3 2016 | $91,006,000 | +13166.2% | 736,241 | +11702.5% | 0.10% | +9800.0% |
| Q2 2016 | $686,000 | -97.7% | 6,238 | -97.7% | 0.00% | -96.9% |
| Q1 2016 | $30,153,000 | +233.7% | 272,491 | +233.8% | 0.03% | +190.9% |
| Q4 2015 | $9,036,000 | +1991.7% | 81,637 | +1794.6% | 0.01% | +1000.0% |
| Q3 2015 | $432,000 | +152.6% | 4,309 | +159.7% | 0.00% | – |
| Q2 2015 | $171,000 | -5.5% | 1,659 | -5.6% | 0.00% | – |
| Q1 2015 | $181,000 | -98.7% | 1,758 | -98.7% | 0.00% | -100.0% |
| Q4 2014 | $14,007,000 | -21.7% | 137,432 | -24.8% | 0.02% | -20.0% |
| Q3 2014 | $17,894,000 | +88.9% | 182,791 | +83.7% | 0.02% | +81.8% |
| Q2 2014 | $9,473,000 | +57.0% | 99,519 | +50.0% | 0.01% | +37.5% |
| Q1 2014 | $6,035,000 | +42.1% | 66,330 | +39.9% | 0.01% | +33.3% |
| Q4 2013 | $4,247,000 | +100.1% | 47,412 | +78.3% | 0.01% | +100.0% |
| Q3 2013 | $2,122,000 | +60.0% | 26,597 | +49.2% | 0.00% | +50.0% |
| Q2 2013 | $1,326,000 | – | 17,828 | – | 0.00% | – |
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% |