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 | $13,533,973 | -0.9% | 35,413 | +1.9% | 0.08% | -1.2% |
| Q2 2023 | $13,653,318 | +15.9% | 34,753 | +0.1% | 0.08% | +7.9% |
| Q1 2023 | $11,780,301 | +17.9% | 34,717 | -2.8% | 0.08% | +5.6% |
| Q4 2022 | $9,995,882 | +4.9% | 35,700 | +3.5% | 0.07% | -5.3% |
| Q3 2022 | $9,532,000 | +13.7% | 34,485 | +21.1% | 0.08% | +13.4% |
| Q2 2022 | $8,383,000 | -28.7% | 28,476 | -5.9% | 0.07% | -17.3% |
| Q1 2022 | $11,762,000 | +228.5% | 30,266 | +271.0% | 0.08% | +224.0% |
| Q4 2021 | $3,581,000 | +20.5% | 8,157 | +10.8% | 0.02% | +4.2% |
| Q3 2021 | $2,972,000 | +40.5% | 7,362 | +40.6% | 0.02% | +33.3% |
| Q2 2021 | $2,115,000 | +33.0% | 5,235 | +18.8% | 0.02% | +12.5% |
| Q1 2021 | $1,590,000 | -14.7% | 4,408 | -17.2% | 0.02% | -23.8% |
| Q4 2020 | $1,863,000 | +32.4% | 5,324 | +16.9% | 0.02% | +5.0% |
| Q3 2020 | $1,407,000 | +4.8% | 4,553 | -5.4% | 0.02% | -4.8% |
| Q2 2020 | $1,343,000 | +513.2% | 4,812 | +432.3% | 0.02% | +320.0% |
| Q4 2019 | $219,000 | -2.2% | 904 | -30.8% | 0.01% | -86.8% |
| Q4 2018 | $224,000 | +6.7% | 1,307 | +30.4% | 0.04% | +216.7% |
| Q3 2018 | $210,000 | – | 1,002 | – | 0.01% | – |
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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% |