ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 291 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $382,050 | +9.0% | 4,051 | -0.4% | 0.09% | +5.7% |
| Q1 2024 | $350,580 | +15.5% | 4,068 | +500.9% | 0.09% | +8.6% |
| Q4 2023 | $303,418 | +19.6% | 677 | +2.0% | 0.08% | +6.6% |
| Q3 2023 | $253,768 | -0.6% | 664 | +2.2% | 0.08% | +4.1% |
| Q2 2023 | $255,366 | +15.8% | 650 | 0.0% | 0.07% | +10.6% |
| Q1 2023 | $220,558 | -65.6% | 650 | -60.6% | 0.07% | -61.6% |
| Q1 2022 | $641,000 | -16.5% | 1,650 | -5.7% | 0.17% | -12.2% |
| Q4 2021 | $768,000 | +8.8% | 1,750 | 0.0% | 0.20% | +2.1% |
| Q3 2021 | $706,000 | -0.1% | 1,750 | 0.0% | 0.19% | +1.1% |
| Q2 2021 | $707,000 | +12.0% | 1,750 | 0.0% | 0.19% | +5.0% |
| Q1 2021 | $631,000 | +3.1% | 1,750 | 0.0% | 0.18% | +1.7% |
| Q4 2020 | $612,000 | +25.4% | 1,750 | 0.0% | 0.18% | -2.2% |
| Q2 2020 | $488,000 | +31.5% | 1,750 | 0.0% | 0.18% | +23.0% |
| Q1 2020 | $371,000 | -28.8% | 1,750 | -18.6% | 0.15% | +1.4% |
| Q4 2019 | $521,000 | +11.6% | 2,150 | 0.0% | 0.15% | +0.7% |
| Q3 2019 | $467,000 | +0.6% | 2,150 | 0.0% | 0.14% | -3.3% |
| Q2 2019 | $464,000 | -4.3% | 2,150 | -8.5% | 0.15% | -9.6% |
| Q1 2019 | $485,000 | +6.6% | 2,350 | -11.3% | 0.17% | -5.7% |
| Q4 2018 | $455,000 | -18.0% | 2,650 | 0.0% | 0.18% | -5.9% |
| Q3 2018 | $555,000 | +8.6% | 2,650 | 0.0% | 0.19% | +6.2% |
| Q2 2018 | $511,000 | +7.6% | 2,650 | 0.0% | 0.18% | +3.5% |
| Q1 2018 | $475,000 | +6.3% | 2,650 | 0.0% | 0.17% | +7.6% |
| Q4 2017 | $447,000 | +8.8% | 2,650 | 0.0% | 0.16% | +2.6% |
| Q3 2017 | $411,000 | +7.3% | 2,650 | 0.0% | 0.15% | +2.7% |
| Q2 2017 | $383,000 | +4.4% | 2,650 | 0.0% | 0.15% | -5.7% |
| Q1 2017 | $367,000 | +11.9% | 2,650 | 0.0% | 0.16% | +5.3% |
| Q4 2016 | $328,000 | 0.0% | 2,650 | 0.0% | 0.15% | +23.8% |
| Q3 2016 | $328,000 | -7.9% | 2,650 | -17.6% | 0.12% | +20.8% |
| Q2 2016 | $356,000 | +21.5% | 3,217 | +21.4% | 0.10% | 0.0% |
| Q1 2016 | $293,000 | -17.7% | 2,650 | -17.6% | 0.10% | 0.0% |
| Q4 2015 | $356,000 | – | 3,217 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |