ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 276 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,544,724 | -27.1% | 16,379 | -33.4% | 0.02% | -31.0% |
| Q1 2024 | $2,119,119 | -2.8% | 24,589 | +405.2% | 0.03% | -14.7% |
| Q4 2023 | $2,181,101 | +27.7% | 4,867 | +8.9% | 0.03% | +13.3% |
| Q3 2023 | $1,708,587 | +13.9% | 4,470 | +17.1% | 0.03% | +11.1% |
| Q2 2023 | $1,499,834 | -4.8% | 3,818 | -17.8% | 0.03% | -10.0% |
| Q1 2023 | $1,575,339 | +9.4% | 4,643 | -9.7% | 0.03% | 0.0% |
| Q4 2022 | $1,440,217 | -49.0% | 5,143 | -49.7% | 0.03% | -51.6% |
| Q3 2022 | $2,824,000 | -38.7% | 10,217 | -34.7% | 0.06% | -36.1% |
| Q2 2022 | $4,605,000 | -6.1% | 15,642 | +23.9% | 0.10% | +12.8% |
| Q1 2022 | $4,904,000 | +1736.7% | 12,620 | +383.7% | 0.09% | +196.6% |
| Q4 2015 | $267,000 | – | 2,609 | – | 0.03% | – |
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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% |