ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 269 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,001,000 | -0.9% | 201,477 | +1.9% | 0.02% | +5.0% |
| Q2 2023 | $77,663,000 | +11.5% | 197,678 | -3.7% | 0.02% | 0.0% |
| Q1 2023 | $69,675,000 | +23.7% | 205,340 | +2.1% | 0.02% | +25.0% |
| Q4 2022 | $56,306,000 | -22.3% | 201,089 | -23.3% | 0.02% | -30.4% |
| Q3 2022 | $72,471,000 | +20.2% | 262,188 | +28.0% | 0.02% | +27.8% |
| Q2 2022 | $60,298,000 | +7.1% | 204,827 | +41.4% | 0.02% | +28.6% |
| Q1 2022 | $56,303,000 | -5.1% | 144,877 | +7.2% | 0.01% | 0.0% |
| Q4 2021 | $59,357,000 | -9.6% | 135,202 | -16.9% | 0.01% | -17.6% |
| Q3 2021 | $65,649,000 | +11.8% | 162,638 | +11.9% | 0.02% | +6.2% |
| Q2 2021 | $58,725,000 | -29.0% | 145,365 | -36.6% | 0.02% | -33.3% |
| Q1 2021 | $82,736,000 | +15.6% | 229,284 | +12.1% | 0.02% | +14.3% |
| Q4 2020 | $71,542,000 | +13.5% | 204,505 | +0.3% | 0.02% | -4.5% |
| Q3 2020 | $63,013,000 | -4.4% | 203,885 | -13.6% | 0.02% | -15.4% |
| Q2 2020 | $65,894,000 | +27.9% | 236,058 | -3.0% | 0.03% | +4.0% |
| Q1 2020 | $51,531,000 | -12.8% | 243,337 | -0.3% | 0.02% | +19.0% |
| Q4 2019 | $59,077,000 | +13.6% | 243,966 | +1.8% | 0.02% | 0.0% |
| Q3 2019 | $52,027,000 | -1.9% | 239,729 | -2.5% | 0.02% | 0.0% |
| Q2 2019 | $53,041,000 | +5.9% | 245,961 | +1.2% | 0.02% | 0.0% |
| Q1 2019 | $50,104,000 | +8.3% | 242,980 | -9.8% | 0.02% | -4.5% |
| Q4 2018 | $46,280,000 | -11.0% | 269,517 | +8.5% | 0.02% | 0.0% |
| Q3 2018 | $51,995,000 | +9.2% | 248,332 | +0.6% | 0.02% | +4.8% |
| Q2 2018 | $47,635,000 | +6.7% | 246,959 | -0.8% | 0.02% | +5.0% |
| Q1 2018 | $44,662,000 | +2.0% | 248,914 | -4.1% | 0.02% | +5.3% |
| Q4 2017 | $43,789,000 | +16.4% | 259,430 | +7.1% | 0.02% | +5.6% |
| Q3 2017 | $37,618,000 | +13.2% | 242,262 | +5.4% | 0.02% | +5.9% |
| Q2 2017 | $33,236,000 | +3.2% | 229,790 | -1.2% | 0.02% | 0.0% |
| Q1 2017 | $32,218,000 | +30.1% | 232,684 | +16.3% | 0.02% | +30.8% |
| Q4 2016 | $24,772,000 | +32.7% | 200,076 | +32.5% | 0.01% | +18.2% |
| Q3 2016 | $18,667,000 | -7.4% | 151,014 | -17.6% | 0.01% | -8.3% |
| Q2 2016 | $20,161,000 | +4.5% | 183,317 | +5.2% | 0.01% | 0.0% |
| Q1 2016 | $19,285,000 | +1.2% | 174,277 | +1.2% | 0.01% | -7.7% |
| Q4 2015 | $19,057,000 | +14.6% | 172,161 | +3.8% | 0.01% | +8.3% |
| Q3 2015 | $16,632,000 | -1.9% | 165,816 | +1.3% | 0.01% | 0.0% |
| Q2 2015 | $16,959,000 | -12.1% | 163,700 | -12.5% | 0.01% | -7.7% |
| Q1 2015 | $19,292,000 | +1.7% | 187,059 | +0.5% | 0.01% | +8.3% |
| Q4 2014 | $18,978,000 | +93.1% | 186,197 | +85.4% | 0.01% | +71.4% |
| Q3 2014 | $9,829,000 | -5.4% | 100,407 | -8.1% | 0.01% | 0.0% |
| Q2 2014 | $10,395,000 | +0.5% | 109,198 | -3.9% | 0.01% | -12.5% |
| Q1 2014 | $10,344,000 | +3.4% | 113,688 | +1.8% | 0.01% | +14.3% |
| Q4 2013 | $10,006,000 | +33.6% | 111,704 | +19.0% | 0.01% | +16.7% |
| Q3 2013 | $7,489,000 | +4.8% | 93,854 | -2.3% | 0.01% | 0.0% |
| Q2 2013 | $7,145,000 | – | 96,042 | – | 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% |