ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,149 | -37.5% | 535 | -53.0% | 0.02% | -44.4% |
| Q2 2022 | $336,000 | -34.0% | 1,139 | -13.1% | 0.03% | -20.6% |
| Q1 2022 | $509,000 | -11.6% | 1,311 | -0.1% | 0.03% | -5.6% |
| Q4 2021 | $576,000 | -5.7% | 1,312 | -13.3% | 0.04% | -12.2% |
| Q3 2021 | $611,000 | -2.4% | 1,514 | -2.3% | 0.04% | -2.4% |
| Q2 2021 | $626,000 | +6.8% | 1,550 | -4.6% | 0.04% | 0.0% |
| Q1 2021 | $586,000 | +17.7% | 1,625 | +14.3% | 0.04% | +23.5% |
| Q4 2020 | $498,000 | +10.4% | 1,422 | -2.6% | 0.03% | -10.5% |
| Q3 2020 | $451,000 | -6.2% | 1,460 | -14.8% | 0.04% | -17.4% |
| Q2 2020 | $481,000 | – | 1,713 | – | 0.05% | – |
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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% |