ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,716,834 | -0.7% | 7,109 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $2,736,484 | +11.5% | 6,965 | -3.7% | 0.00% | 0.0% |
| Q1 2023 | $2,453,949 | +11.0% | 7,232 | -8.4% | 0.00% | 0.0% |
| Q4 2022 | $2,210,101 | +8.2% | 7,893 | +6.8% | 0.00% | – |
| Q3 2022 | $2,042,000 | -11.9% | 7,387 | -6.2% | 0.00% | -100.0% |
| Q2 2022 | $2,319,000 | -23.8% | 7,878 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $3,045,000 | -0.4% | 7,836 | +12.5% | 0.00% | 0.0% |
| Q4 2021 | $3,058,000 | +8.7% | 6,966 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,812,000 | -0.4% | 6,966 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $2,822,000 | +12.0% | 6,984 | -0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,520,000 | +3.1% | 6,985 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,444,000 | +13.3% | 6,984 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,158,000 | +10.7% | 6,984 | -0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,949,000 | +31.3% | 6,985 | -0.4% | 0.00% | – |
| Q1 2020 | $1,484,000 | -13.8% | 7,010 | -1.4% | 0.00% | – |
| Q4 2019 | $1,721,000 | +13.1% | 7,109 | +1.4% | 0.00% | – |
| Q3 2019 | $1,521,000 | +0.6% | 7,009 | 0.0% | 0.00% | – |
| Q2 2019 | $1,512,000 | +4.6% | 7,009 | 0.0% | 0.00% | – |
| Q1 2019 | $1,446,000 | +19.0% | 7,009 | -0.9% | 0.00% | – |
| Q4 2018 | $1,215,000 | -18.0% | 7,076 | 0.0% | 0.00% | – |
| Q3 2018 | $1,482,000 | +8.7% | 7,076 | +0.2% | 0.00% | – |
| Q2 2018 | $1,363,000 | +8.0% | 7,064 | +0.4% | 0.00% | – |
| Q1 2018 | $1,262,000 | +2.6% | 7,035 | -3.4% | 0.00% | – |
| Q4 2017 | $1,230,000 | +12.3% | 7,280 | +3.2% | 0.00% | – |
| Q3 2017 | $1,095,000 | +7.1% | 7,056 | -0.1% | 0.00% | – |
| Q2 2017 | $1,022,000 | +1.9% | 7,066 | -2.5% | 0.00% | – |
| Q1 2017 | $1,003,000 | +15.2% | 7,247 | +3.0% | 0.00% | – |
| Q4 2016 | $871,000 | -1.0% | 7,035 | -1.2% | 0.00% | – |
| Q3 2016 | $880,000 | +13.7% | 7,121 | +1.2% | 0.00% | – |
| Q2 2016 | $774,000 | -3.5% | 7,034 | -3.0% | 0.00% | – |
| Q1 2016 | $802,000 | 0.0% | 7,253 | +0.1% | 0.00% | – |
| Q4 2015 | $802,000 | +10.5% | 7,244 | +0.1% | 0.00% | – |
| Q3 2015 | $726,000 | -26.7% | 7,238 | -24.3% | 0.00% | – |
| Q2 2015 | $991,000 | -2.3% | 9,560 | -2.8% | 0.00% | – |
| Q1 2015 | $1,014,000 | +4.8% | 9,834 | +3.5% | 0.00% | – |
| Q4 2014 | $968,000 | +8.4% | 9,501 | +4.2% | 0.00% | – |
| Q3 2014 | $893,000 | -48.7% | 9,121 | -50.0% | 0.00% | – |
| Q2 2014 | $1,740,000 | +109.4% | 18,252 | +100.0% | 0.00% | – |
| Q1 2014 | $831,000 | +1.5% | 9,128 | 0.0% | 0.00% | – |
| Q4 2013 | $819,000 | -44.5% | 9,128 | -50.6% | 0.00% | – |
| Q3 2013 | $1,476,000 | +118.0% | 18,490 | +103.2% | 0.00% | – |
| Q2 2013 | $677,000 | – | 9,099 | – | 0.00% | – |
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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% |