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 | $547,327 | +8.2% | 1,432 | +11.2% | 0.00% | -25.0% |
| Q2 2023 | $506,040 | +15.8% | 1,288 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $437,055 | +12.6% | 1,288 | -7.1% | 0.00% | 0.0% |
| Q4 2022 | $388,077 | +1.3% | 1,386 | 0.0% | 0.00% | -40.0% |
| Q3 2022 | $383,000 | -7.0% | 1,386 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $412,000 | -29.6% | 1,398 | -7.2% | 0.01% | -28.6% |
| Q1 2022 | $585,000 | -9.7% | 1,506 | +2.0% | 0.01% | -12.5% |
| Q4 2021 | $648,000 | +10.8% | 1,476 | +1.9% | 0.01% | 0.0% |
| Q3 2021 | $585,000 | +29.7% | 1,448 | +29.7% | 0.01% | +33.3% |
| Q2 2021 | $451,000 | +24.2% | 1,116 | +11.2% | 0.01% | -25.0% |
| Q1 2021 | $363,000 | -4.0% | 1,004 | -7.0% | 0.01% | -11.1% |
| Q4 2020 | $378,000 | -5.7% | 1,080 | -16.8% | 0.01% | -10.0% |
| Q3 2020 | $401,000 | +15.9% | 1,298 | +4.8% | 0.01% | +11.1% |
| Q2 2020 | $346,000 | +41.2% | 1,239 | +7.0% | 0.01% | +12.5% |
| Q1 2020 | $245,000 | -15.2% | 1,158 | -3.1% | 0.01% | 0.0% |
| Q4 2019 | $289,000 | +19.4% | 1,195 | +7.4% | 0.01% | +14.3% |
| Q3 2019 | $242,000 | -1.6% | 1,113 | -2.0% | 0.01% | -12.5% |
| Q2 2019 | $246,000 | +6.5% | 1,136 | +1.7% | 0.01% | 0.0% |
| Q1 2019 | $231,000 | – | 1,117 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |