ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 269 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,421,718 | +74.7% | 22,036 | +79.6% | 0.52% | +27.1% |
| Q2 2023 | $4,819,729 | -16.4% | 12,268 | -27.8% | 0.41% | -19.3% |
| Q1 2023 | $5,766,404 | +21.2% | 16,994 | 0.0% | 0.50% | +7.9% |
| Q4 2022 | $4,758,320 | +1.3% | 16,994 | 0.0% | 0.47% | -7.7% |
| Q3 2022 | $4,697,000 | -7.7% | 16,994 | -1.7% | 0.50% | +21.4% |
| Q2 2022 | $5,087,000 | -24.3% | 17,280 | 0.0% | 0.42% | -43.3% |
| Q1 2022 | $6,716,000 | -12.4% | 17,280 | -1.0% | 0.73% | -10.3% |
| Q4 2021 | $7,665,000 | +8.8% | 17,459 | 0.0% | 0.82% | -5.9% |
| Q3 2021 | $7,047,000 | -0.1% | 17,459 | 0.0% | 0.87% | -3.3% |
| Q2 2021 | $7,053,000 | +12.5% | 17,459 | +0.5% | 0.90% | -1.4% |
| Q1 2021 | $6,268,000 | +4.9% | 17,369 | +1.7% | 0.91% | -3.8% |
| Q4 2020 | $5,976,000 | – | 17,083 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |