ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $292,000 | -21.5% | 991 | +3.6% | 0.03% | -18.2% |
| Q1 2022 | $372,000 | -96.0% | 957 | -95.5% | 0.03% | -95.4% |
| Q4 2021 | $9,335,000 | +7.7% | 21,263 | -1.0% | 0.72% | -0.6% |
| Q3 2021 | $8,668,000 | +6.9% | 21,474 | +6.9% | 0.72% | -2.2% |
| Q2 2021 | $8,112,000 | +12.5% | 20,080 | +0.5% | 0.74% | +5.4% |
| Q1 2021 | $7,209,000 | +4.8% | 19,980 | +1.6% | 0.70% | +0.6% |
| Q4 2020 | $6,880,000 | – | 19,665 | – | 0.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |