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 | $506,388 | -2.7% | 1,325 | 0.0% | 0.18% | +5.2% |
| Q2 2023 | $520,552 | +15.8% | 1,325 | 0.0% | 0.17% | +13.1% |
| Q1 2023 | $449,599 | +21.2% | 1,325 | 0.0% | 0.15% | +18.6% |
| Q4 2022 | $371,000 | +1.4% | 1,325 | 0.0% | 0.13% | -7.2% |
| Q3 2022 | $366,000 | -6.2% | 1,325 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $390,000 | -24.1% | 1,325 | 0.0% | 0.14% | -13.7% |
| Q1 2022 | $514,000 | -11.5% | 1,325 | 0.0% | 0.16% | -13.4% |
| Q4 2021 | $581,000 | +8.8% | 1,325 | 0.0% | 0.19% | +2.8% |
| Q3 2021 | $534,000 | -0.2% | 1,325 | 0.0% | 0.18% | +5.2% |
| Q2 2021 | $535,000 | +11.9% | 1,325 | 0.0% | 0.17% | +6.2% |
| Q1 2021 | $478,000 | +3.2% | 1,325 | 0.0% | 0.16% | -3.6% |
| Q4 2020 | $463,000 | +13.2% | 1,325 | 0.0% | 0.17% | -4.5% |
| Q3 2020 | $409,000 | +10.8% | 1,325 | 0.0% | 0.18% | +8.6% |
| Q2 2020 | $369,000 | +31.8% | 1,325 | 0.0% | 0.16% | +18.2% |
| Q1 2020 | $280,000 | -12.5% | 1,325 | 0.0% | 0.14% | +28.0% |
| Q4 2019 | $320,000 | +11.5% | 1,325 | 0.0% | 0.11% | +5.9% |
| Q3 2019 | $287,000 | +0.7% | 1,325 | 0.0% | 0.10% | +2.0% |
| Q2 2019 | $285,000 | +4.4% | 1,325 | 0.0% | 0.10% | +2.1% |
| Q1 2019 | $273,000 | +20.3% | 1,325 | 0.0% | 0.10% | +4.3% |
| Q4 2018 | $227,000 | -18.1% | 1,325 | 0.0% | 0.09% | 0.0% |
| Q3 2018 | $277,000 | +8.6% | 1,325 | 0.0% | 0.09% | +3.3% |
| Q2 2018 | $255,000 | 0.0% | 1,325 | -7.0% | 0.09% | -3.2% |
| Q1 2018 | $255,000 | +6.2% | 1,425 | 0.0% | 0.09% | +4.5% |
| Q4 2017 | $240,000 | +8.6% | 1,425 | 0.0% | 0.09% | +6.0% |
| Q3 2017 | $221,000 | +7.3% | 1,425 | 0.0% | 0.08% | +9.1% |
| Q2 2017 | $206,000 | – | 1,425 | – | 0.08% | – |
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% |