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 | $1,151,508 | -6.8% | 3,013 | -4.2% | 0.16% | -2.5% |
| Q2 2023 | $1,235,576 | +14.3% | 3,145 | -1.3% | 0.16% | +13.5% |
| Q1 2023 | $1,080,734 | +115486.5% | 3,185 | -4.6% | 0.14% | +11.9% |
| Q4 2022 | $935 | -99.9% | 3,340 | -4.3% | 0.13% | -10.0% |
| Q3 2022 | $965,000 | -9.6% | 3,490 | -3.7% | 0.14% | -4.1% |
| Q2 2022 | $1,067,000 | -26.7% | 3,623 | -3.3% | 0.15% | -13.6% |
| Q1 2022 | $1,456,000 | -13.1% | 3,747 | -1.8% | 0.17% | -2.9% |
| Q4 2021 | $1,676,000 | +8.8% | 3,817 | 0.0% | 0.17% | +1.2% |
| Q3 2021 | $1,540,000 | -1.5% | 3,817 | -1.3% | 0.17% | +0.6% |
| Q2 2021 | $1,563,000 | +4.9% | 3,867 | -6.3% | 0.17% | +0.6% |
| Q1 2021 | $1,490,000 | -11.0% | 4,129 | -13.7% | 0.17% | -13.7% |
| Q4 2020 | $1,674,000 | +12.4% | 4,786 | -0.7% | 0.20% | +1.0% |
| Q3 2020 | $1,489,000 | +6.7% | 4,818 | -3.6% | 0.20% | -1.5% |
| Q2 2020 | $1,395,000 | +31.9% | 4,996 | 0.0% | 0.20% | +12.5% |
| Q1 2020 | $1,058,000 | -14.9% | 4,996 | -2.6% | 0.18% | +10.7% |
| Q4 2019 | $1,243,000 | +5.4% | 5,131 | -5.5% | 0.16% | -0.6% |
| Q3 2019 | $1,179,000 | +0.7% | 5,431 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $1,171,000 | +2.7% | 5,431 | -1.8% | 0.16% | -1.2% |
| Q1 2019 | $1,140,000 | +14.3% | 5,531 | -4.7% | 0.16% | +1.2% |
| Q4 2018 | $997,000 | -17.9% | 5,803 | 0.0% | 0.16% | -4.7% |
| Q3 2018 | $1,215,000 | +6.7% | 5,803 | -1.7% | 0.17% | +2.4% |
| Q2 2018 | $1,139,000 | +7.0% | 5,903 | -0.4% | 0.16% | +7.1% |
| Q1 2018 | $1,064,000 | +2.4% | 5,928 | -3.7% | 0.15% | +7.7% |
| Q4 2017 | $1,039,000 | +8.6% | 6,158 | 0.0% | 0.14% | +2.9% |
| Q3 2017 | $957,000 | +1.5% | 6,158 | -5.5% | 0.14% | -0.7% |
| Q2 2017 | $943,000 | +4.5% | 6,515 | 0.0% | 0.14% | +2.9% |
| Q1 2017 | $902,000 | +6.9% | 6,515 | -4.4% | 0.14% | +10.6% |
| Q4 2016 | $844,000 | -2.7% | 6,815 | -2.9% | 0.12% | -2.4% |
| Q3 2016 | $867,000 | +10.6% | 7,015 | -1.5% | 0.13% | +9.6% |
| Q2 2016 | $784,000 | -9.7% | 7,125 | -9.2% | 0.12% | -15.4% |
| Q1 2016 | $868,000 | -0.7% | 7,845 | -0.6% | 0.14% | -2.9% |
| Q4 2015 | $874,000 | +7.9% | 7,895 | -2.2% | 0.14% | -6.0% |
| Q3 2015 | $810,000 | -9.2% | 8,070 | -6.2% | 0.15% | 0.0% |
| Q2 2015 | $892,000 | -0.4% | 8,606 | -0.9% | 0.15% | +0.7% |
| Q1 2015 | $896,000 | +1.1% | 8,686 | 0.0% | 0.15% | -0.7% |
| Q4 2014 | $886,000 | -0.9% | 8,686 | -4.9% | 0.15% | -5.7% |
| Q3 2014 | $894,000 | +2.8% | 9,136 | 0.0% | 0.16% | +5.3% |
| Q2 2014 | $870,000 | -5.4% | 9,136 | -9.7% | 0.15% | +18.1% |
| Q1 2014 | $920,000 | +9.3% | 10,116 | +7.7% | 0.13% | +7.6% |
| Q4 2013 | $842,000 | -0.2% | 9,396 | -11.1% | 0.12% | -9.2% |
| Q3 2013 | $844,000 | +6.3% | 10,571 | -0.9% | 0.13% | +30.0% |
| Q2 2013 | $794,000 | – | 10,671 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |