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 | $228,403 | -9.6% | 598 | -7.0% | 0.10% | -9.5% |
| Q2 2023 | $252,624 | +20.5% | 643 | +4.0% | 0.12% | +5.5% |
| Q1 2023 | $209,631 | +3.2% | 618 | -14.8% | 0.11% | -9.8% |
| Q4 2022 | $203,223 | -6.3% | 725 | 0.0% | 0.12% | -25.6% |
| Q3 2022 | $217,000 | -25.9% | 725 | -17.8% | 0.16% | -36.7% |
| Q2 2022 | $293,000 | +179.0% | 882 | +254.2% | 0.26% | +169.8% |
| Q4 2021 | $105,000 | – | 249 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |