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 | $432,628 | -2.7% | 1,132 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $444,729 | +15.8% | 1,132 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $384,110 | +26.4% | 1,132 | +4.3% | 0.00% | 0.0% |
| Q4 2022 | $303,800 | -5.9% | 1,085 | -7.0% | 0.00% | 0.0% |
| Q3 2022 | $323,000 | -6.1% | 1,167 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | -24.2% | 1,167 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $454,000 | -53.5% | 1,167 | -47.5% | 0.00% | 0.0% |
| Q4 2021 | $976,000 | +8.8% | 2,222 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $897,000 | -0.1% | 2,222 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $898,000 | +10.7% | 2,222 | -1.1% | 0.00% | 0.0% |
| Q1 2021 | $811,000 | +3.2% | 2,247 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $786,000 | +13.3% | 2,247 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $694,000 | +6.3% | 2,247 | -4.0% | 0.00% | -50.0% |
| Q2 2020 | $653,000 | +37.2% | 2,340 | +4.1% | 0.00% | +100.0% |
| Q1 2020 | $476,000 | +891.7% | 2,247 | +328.0% | 0.00% | – |
| Q1 2014 | $48,000 | +2.1% | 525 | 0.0% | 0.00% | – |
| Q4 2013 | $47,000 | +11.9% | 525 | 0.0% | 0.00% | – |
| Q3 2013 | $42,000 | +7.7% | 525 | 0.0% | 0.00% | – |
| Q2 2013 | $39,000 | – | 525 | – | 0.00% | – |
Download | ||||||
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% |