ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 285 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $955,450 | -2.7% | 2,500 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $982,175 | +1.6% | 2,500 | -12.3% | 0.04% | 0.0% |
| Q1 2023 | $967,062 | +21.2% | 2,850 | 0.0% | 0.04% | +14.3% |
| Q4 2022 | $798,000 | +1.3% | 2,850 | 0.0% | 0.04% | -5.4% |
| Q3 2022 | $788,000 | -6.1% | 2,850 | 0.0% | 0.04% | +2.8% |
| Q2 2022 | $839,000 | -24.3% | 2,850 | 0.0% | 0.04% | -12.2% |
| Q1 2022 | $1,108,000 | -11.4% | 2,850 | 0.0% | 0.04% | -6.8% |
| Q4 2021 | $1,251,000 | +2.1% | 2,850 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $1,225,000 | +3.3% | 2,850 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,186,000 | +15.4% | 2,850 | 0.0% | 0.04% | +7.1% |
| Q1 2021 | $1,028,000 | +3.1% | 2,850 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $997,000 | +13.2% | 2,850 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $881,000 | +10.7% | 2,850 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $796,000 | +31.8% | 2,850 | 0.0% | 0.04% | +10.8% |
| Q1 2020 | $604,000 | -12.5% | 2,850 | 0.0% | 0.04% | +12.1% |
| Q4 2019 | $690,000 | +11.5% | 2,850 | 0.0% | 0.03% | +3.1% |
| Q3 2019 | $619,000 | +0.7% | 2,850 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $615,000 | +4.6% | 2,850 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $588,000 | +20.2% | 2,850 | 0.0% | 0.03% | +6.7% |
| Q4 2018 | $489,000 | -18.1% | 2,850 | 0.0% | 0.03% | -3.2% |
| Q3 2018 | $597,000 | +8.5% | 2,850 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $550,000 | +7.6% | 2,850 | 0.0% | 0.03% | +6.9% |
| Q1 2018 | $511,000 | +6.2% | 2,850 | 0.0% | 0.03% | +11.5% |
| Q4 2017 | $481,000 | +8.6% | 2,850 | 0.0% | 0.03% | -3.7% |
| Q3 2017 | $443,000 | +7.5% | 2,850 | 0.0% | 0.03% | +3.8% |
| Q2 2017 | $412,000 | +4.3% | 2,850 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $395,000 | +11.9% | 2,850 | 0.0% | 0.02% | +4.2% |
| Q4 2016 | $353,000 | +0.3% | 2,850 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $352,000 | +12.5% | 2,850 | 0.0% | 0.02% | +9.1% |
| Q2 2016 | $313,000 | -0.6% | 2,850 | 0.0% | 0.02% | +4.8% |
| Q1 2016 | $315,000 | 0.0% | 2,850 | 0.0% | 0.02% | -4.5% |
| Q4 2015 | $315,000 | +10.1% | 2,850 | 0.0% | 0.02% | +10.0% |
| Q3 2015 | $286,000 | -3.1% | 2,850 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $295,000 | +0.3% | 2,850 | 0.0% | 0.02% | +5.3% |
| Q1 2015 | $294,000 | +1.4% | 2,850 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $290,000 | +3.9% | 2,850 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $279,000 | +3.0% | 2,850 | 0.0% | 0.02% | +5.6% |
| Q2 2014 | $271,000 | +4.6% | 2,850 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $259,000 | -11.0% | 2,850 | -12.3% | 0.02% | -14.3% |
| Q4 2013 | $291,000 | +12.4% | 3,250 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $259,000 | -45.8% | 3,250 | -50.0% | 0.02% | +5.0% |
| Q2 2013 | $478,000 | – | 6,500 | – | 0.02% | – |
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% |