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 | $5,878,311 | -8.5% | 15,381 | -5.9% | 0.00% | 0.0% |
| Q2 2023 | $6,423,425 | +14.4% | 16,350 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $5,616,085 | +166.0% | 16,551 | +119.5% | 0.00% | – |
| Q4 2022 | $2,111,480 | -10.5% | 7,541 | -11.6% | 0.00% | -100.0% |
| Q3 2022 | $2,358,000 | -77.3% | 8,530 | -75.8% | 0.00% | -66.7% |
| Q2 2022 | $10,370,000 | +276.8% | 35,226 | +397.4% | 0.00% | +200.0% |
| Q1 2022 | $2,752,000 | -79.0% | 7,082 | -76.3% | 0.00% | -66.7% |
| Q4 2021 | $13,117,000 | +499.2% | 29,879 | +450.9% | 0.00% | – |
| Q3 2021 | $2,189,000 | -55.8% | 5,424 | -55.7% | 0.00% | -100.0% |
| Q2 2021 | $4,948,000 | -41.4% | 12,248 | -47.7% | 0.00% | -50.0% |
| Q1 2021 | $8,445,000 | +66.7% | 23,403 | +61.6% | 0.00% | +100.0% |
| Q4 2020 | $5,066,000 | -22.6% | 14,482 | -31.6% | 0.00% | -50.0% |
| Q3 2020 | $6,545,000 | -1.8% | 21,178 | -11.3% | 0.00% | 0.0% |
| Q2 2020 | $6,663,000 | +83.3% | 23,868 | +39.0% | 0.00% | 0.0% |
| Q1 2020 | $3,635,000 | +188.7% | 17,166 | +230.1% | 0.00% | +100.0% |
| Q4 2019 | $1,259,000 | +228.7% | 5,201 | +194.3% | 0.00% | – |
| Q3 2019 | $383,000 | -79.5% | 1,767 | -80.5% | 0.00% | -100.0% |
| Q1 2019 | $1,871,000 | +8.1% | 9,074 | -10.0% | 0.00% | 0.0% |
| Q4 2018 | $1,731,000 | -68.2% | 10,079 | -61.3% | 0.00% | -50.0% |
| Q3 2018 | $5,448,000 | +84.4% | 26,018 | +69.9% | 0.00% | +100.0% |
| Q2 2018 | $2,954,000 | +60.7% | 15,315 | +49.5% | 0.00% | 0.0% |
| Q1 2018 | $1,838,000 | +731.7% | 10,241 | +683.0% | 0.00% | – |
| Q4 2017 | $221,000 | -87.2% | 1,308 | -88.2% | 0.00% | -100.0% |
| Q3 2017 | $1,727,000 | +105.1% | 11,125 | +83.0% | 0.00% | 0.0% |
| Q1 2017 | $842,000 | -16.0% | 6,078 | -24.9% | 0.00% | 0.0% |
| Q4 2016 | $1,002,000 | -51.6% | 8,095 | -51.7% | 0.00% | -50.0% |
| Q3 2016 | $2,072,000 | +379.6% | 16,765 | +326.5% | 0.00% | – |
| Q2 2016 | $432,000 | -89.8% | 3,931 | -89.7% | 0.00% | -100.0% |
| Q1 2016 | $4,222,000 | +46.2% | 38,160 | +32.6% | 0.01% | +66.7% |
| Q3 2015 | $2,887,000 | +307.8% | 28,785 | +321.4% | 0.00% | +200.0% |
| Q2 2015 | $708,000 | -69.0% | 6,831 | -69.1% | 0.00% | -50.0% |
| Q1 2015 | $2,283,000 | +813.2% | 22,135 | +704.0% | 0.00% | – |
| Q1 2014 | $250,000 | – | 2,753 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |