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 | $982,499 | +24.1% | 2,571 | +27.5% | 0.01% | +22.2% |
| Q2 2023 | $791,939 | +127.6% | 2,016 | +70.7% | 0.01% | +80.0% |
| Q2 2022 | $348,000 | -25.8% | 1,181 | -2.1% | 0.01% | -16.7% |
| Q1 2022 | $469,000 | -12.7% | 1,206 | -1.3% | 0.01% | -25.0% |
| Q4 2021 | $537,000 | +30.3% | 1,222 | +20.3% | 0.01% | +14.3% |
| Q3 2021 | $412,000 | -43.9% | 1,016 | -43.9% | 0.01% | -46.2% |
| Q2 2021 | $735,000 | +165.3% | 1,812 | +136.9% | 0.01% | +116.7% |
| Q1 2021 | $277,000 | +11.2% | 765 | +7.3% | 0.01% | 0.0% |
| Q4 2020 | $249,000 | -59.0% | 713 | -63.6% | 0.01% | -40.0% |
| Q3 2020 | $608,000 | -17.8% | 1,957 | -43.9% | 0.01% | -54.5% |
| Q1 2020 | $740,000 | -33.1% | 3,488 | -23.7% | 0.02% | -15.4% |
| Q4 2019 | $1,106,000 | +25.7% | 4,573 | +12.7% | 0.03% | -27.8% |
| Q3 2019 | $880,000 | – | 4,058 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |