ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 326,095 | $29,212,000 | 3.06% |
| INTREPID CAPITAL MANAGEMENT INC /DE/ | 33,000 | $2,956,000 | 3.01% |
| WESPAC Advisors, LLC | 22,572 | $2,022,000 | 1.68% |
| SPC Financial, Inc. | 56,735 | $5,082,000 | 1.59% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 106,243 | $9,517,000 | 1.38% |
| Mathes Company, Inc. | 18,545 | $1,661,000 | 0.89% |
| WealthTrust Fairport, LLC | 61,283 | $5,490,000 | 0.86% |
| MERIDIAN INVESTMENT COUNSEL INC. | 9,725 | $871,000 | 0.74% |
| Asset Management Group, Inc. | 13,545 | $1,213,000 | 0.74% |
| Antonetti Capital Management LLC | 4,712 | $422,000 | 0.38% |