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 | $801 | -16.7% | 2,096 | -14.4% | 0.07% | -10.8% |
| Q2 2023 | $962 | -3.6% | 2,448 | -16.8% | 0.07% | -7.5% |
| Q1 2023 | $998 | -13.9% | 2,944 | -28.9% | 0.08% | -16.7% |
| Q4 2022 | $1,159 | -99.8% | 4,140 | +107.0% | 0.10% | +95.9% |
| Q3 2022 | $552,000 | -6.3% | 2,000 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $589,000 | -24.2% | 2,000 | 0.0% | 0.05% | -10.9% |
| Q1 2022 | $777,000 | -11.5% | 2,000 | 0.0% | 0.06% | -3.5% |
| Q4 2021 | $878,000 | +8.8% | 2,000 | 0.0% | 0.06% | -1.7% |
| Q3 2021 | $807,000 | -0.1% | 2,000 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $808,000 | +12.1% | 2,000 | 0.0% | 0.06% | +7.4% |
| Q1 2021 | $721,000 | +3.0% | 2,000 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $700,000 | +13.3% | 2,000 | 0.0% | 0.05% | -3.6% |
| Q3 2020 | $618,000 | +10.8% | 2,000 | 0.0% | 0.06% | +3.7% |
| Q2 2020 | $558,000 | +31.6% | 2,000 | 0.0% | 0.05% | +8.0% |
| Q1 2020 | $424,000 | -12.4% | 2,000 | 0.0% | 0.05% | +8.7% |
| Q4 2019 | $484,000 | +11.5% | 2,000 | 0.0% | 0.05% | +2.2% |
| Q3 2019 | $434,000 | +0.7% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $431,000 | +4.6% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $412,000 | +20.1% | 2,000 | 0.0% | 0.04% | +4.7% |
| Q4 2018 | $343,000 | -18.1% | 2,000 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $419,000 | +8.5% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $386,000 | +7.5% | 2,000 | 0.0% | 0.04% | +7.3% |
| Q1 2018 | $359,000 | +6.2% | 2,000 | 0.0% | 0.04% | +10.8% |
| Q4 2017 | $338,000 | +8.7% | 2,000 | 0.0% | 0.04% | +5.7% |
| Q3 2017 | $311,000 | +7.6% | 2,000 | 0.0% | 0.04% | +2.9% |
| Q2 2017 | $289,000 | +4.3% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $277,000 | +11.7% | 2,000 | 0.0% | 0.03% | +6.2% |
| Q4 2016 | $248,000 | +0.4% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $247,000 | +12.3% | 2,000 | 0.0% | 0.03% | +10.3% |
| Q2 2016 | $220,000 | -0.5% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $221,000 | 0.0% | 2,000 | 0.0% | 0.03% | -3.3% |
| Q4 2015 | $221,000 | +10.0% | 2,000 | 0.0% | 0.03% | +7.1% |
| Q3 2015 | $201,000 | -2.9% | 2,000 | 0.0% | 0.03% | +7.7% |
| Q2 2015 | $207,000 | +0.5% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $206,000 | +1.0% | 2,000 | 0.0% | 0.03% | +4.0% |
| Q4 2014 | $204,000 | – | 2,000 | – | 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% |