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 | $306,983 | -2.7% | 803 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $315,570 | +15.8% | 803 | 0.0% | 0.22% | +11.4% |
| Q1 2023 | $272,556 | +21.2% | 803 | 0.0% | 0.20% | +16.9% |
| Q4 2022 | $224,908 | +1.3% | 803 | 0.0% | 0.17% | -7.5% |
| Q3 2022 | $222,000 | -5.9% | 803 | 0.0% | 0.19% | +5.7% |
| Q2 2022 | $236,000 | -24.4% | 803 | 0.0% | 0.18% | -9.3% |
| Q1 2022 | $312,000 | -11.6% | 803 | 0.0% | 0.19% | -3.5% |
| Q4 2021 | $353,000 | +9.0% | 803 | 0.0% | 0.20% | -2.9% |
| Q3 2021 | $324,000 | 0.0% | 803 | 0.0% | 0.21% | -0.5% |
| Q2 2021 | $324,000 | +11.7% | 803 | 0.0% | 0.21% | +5.6% |
| Q1 2021 | $290,000 | +3.2% | 803 | 0.0% | 0.20% | -2.5% |
| Q4 2020 | $281,000 | +13.3% | 803 | 0.0% | 0.20% | +6.9% |
| Q3 2020 | $248,000 | +10.7% | 803 | 0.0% | 0.19% | +3.3% |
| Q2 2020 | $224,000 | – | 803 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |