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 | $2,611,436 | -2.9% | 6,833 | -0.1% | 0.98% | +2.1% |
| Q2 2023 | $2,688,409 | +13.9% | 6,843 | -1.6% | 0.96% | +6.8% |
| Q1 2023 | $2,360,649 | +121083.2% | 6,957 | 0.0% | 0.90% | +15.3% |
| Q4 2022 | $1,948 | -99.9% | 6,957 | 0.0% | 0.78% | -9.1% |
| Q3 2022 | $1,923,000 | -4.6% | 6,957 | +1.6% | 0.86% | +3.3% |
| Q2 2022 | $2,016,000 | -24.3% | 6,849 | 0.0% | 0.83% | -10.5% |
| Q1 2022 | $2,662,000 | -11.5% | 6,849 | 0.0% | 0.93% | -7.3% |
| Q4 2021 | $3,007,000 | +8.0% | 6,849 | -0.7% | 1.00% | -1.1% |
| Q3 2021 | $2,785,000 | -0.1% | 6,899 | 0.0% | 1.01% | +2.9% |
| Q2 2021 | $2,787,000 | +11.9% | 6,899 | 0.0% | 0.98% | +2.2% |
| Q1 2021 | $2,490,000 | +2.0% | 6,899 | -1.1% | 0.96% | -6.7% |
| Q4 2020 | $2,440,000 | +13.2% | 6,974 | 0.0% | 1.03% | -1.4% |
| Q3 2020 | $2,155,000 | +10.7% | 6,974 | 0.0% | 1.04% | +5.1% |
| Q2 2020 | $1,947,000 | +31.8% | 6,974 | 0.0% | 0.99% | +3.6% |
| Q1 2020 | $1,477,000 | -13.5% | 6,974 | -1.1% | 0.96% | +13.8% |
| Q4 2019 | $1,707,000 | +11.6% | 7,049 | -0.0% | 0.84% | +1.0% |
| Q3 2019 | $1,530,000 | +0.7% | 7,050 | 0.0% | 0.84% | -0.6% |
| Q2 2019 | $1,520,000 | +4.5% | 7,050 | 0.0% | 0.84% | -1.2% |
| Q1 2019 | $1,454,000 | +20.1% | 7,050 | 0.0% | 0.85% | +7.1% |
| Q4 2018 | $1,211,000 | -18.0% | 7,050 | 0.0% | 0.79% | -1.6% |
| Q3 2018 | $1,476,000 | -44.2% | 7,050 | -50.4% | 0.81% | +7.9% |
| Q2 2018 | $2,644,000 | +107.5% | 14,200 | +100.0% | 0.75% | +3.6% |
| Q1 2018 | $1,274,000 | -46.8% | 7,100 | -50.0% | 0.72% | +10.6% |
| Q4 2017 | $2,396,000 | +8.9% | 14,200 | -3.4% | 0.65% | +0.9% |
| Q3 2017 | $2,201,000 | +100.3% | 14,700 | +93.4% | 0.65% | -1.5% |
| Q2 2017 | $1,099,000 | +4.5% | 7,600 | 0.0% | 0.66% | +1.9% |
| Q1 2017 | $1,052,000 | +11.8% | 7,600 | 0.0% | 0.64% | +2.7% |
| Q4 2016 | $941,000 | +0.2% | 7,600 | 0.0% | 0.63% | -0.5% |
| Q3 2016 | $939,000 | +12.3% | 7,600 | 0.0% | 0.63% | +11.1% |
| Q2 2016 | $836,000 | -3.5% | 7,600 | -2.9% | 0.57% | -6.3% |
| Q1 2016 | $866,000 | -0.3% | 7,825 | -0.3% | 0.61% | -5.2% |
| Q4 2015 | $869,000 | +9.9% | 7,850 | -0.4% | 0.64% | -1.4% |
| Q3 2015 | $791,000 | -19.5% | 7,885 | -16.9% | 0.65% | -8.1% |
| Q2 2015 | $983,000 | -0.3% | 9,485 | -0.8% | 0.70% | +3.1% |
| Q1 2015 | $986,000 | +0.7% | 9,560 | -0.5% | 0.68% | -3.5% |
| Q4 2014 | $979,000 | +3.7% | 9,610 | -0.3% | 0.71% | +0.6% |
| Q3 2014 | $944,000 | +2.8% | 9,640 | 0.0% | 0.70% | -0.4% |
| Q2 2014 | $918,000 | +3.7% | 9,640 | -0.9% | 0.71% | -6.0% |
| Q1 2014 | $885,000 | +1.6% | 9,725 | 0.0% | 0.75% | +1.9% |
| Q4 2013 | $871,000 | – | 9,725 | – | 0.74% | – |
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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% |