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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,459,000 | -18.4% | 8,900 | -7.8% | 1.60% | -12.3% |
| Q4 2021 | $4,237,000 | +8.8% | 9,650 | 0.0% | 1.82% | +1.8% |
| Q3 2021 | $3,895,000 | -0.1% | 9,650 | 0.0% | 1.79% | +0.1% |
| Q2 2021 | $3,898,000 | +11.9% | 9,650 | 0.0% | 1.79% | +4.6% |
| Q1 2021 | $3,482,000 | +3.1% | 9,650 | 0.0% | 1.71% | -2.1% |
| Q4 2020 | $3,376,000 | +13.2% | 9,650 | 0.0% | 1.75% | -2.8% |
| Q3 2020 | $2,982,000 | +10.7% | 9,650 | 0.0% | 1.80% | +3.3% |
| Q2 2020 | $2,694,000 | +31.8% | 9,650 | 0.0% | 1.74% | +10.5% |
| Q1 2020 | $2,044,000 | -12.5% | 9,650 | 0.0% | 1.57% | -2.5% |
| Q4 2019 | $2,337,000 | +11.6% | 9,650 | 0.0% | 1.62% | +0.9% |
| Q3 2019 | $2,094,000 | +0.6% | 9,650 | 0.0% | 1.60% | -2.5% |
| Q2 2019 | $2,081,000 | +4.6% | 9,650 | 0.0% | 1.64% | -3.6% |
| Q1 2019 | $1,990,000 | +20.1% | 9,650 | 0.0% | 1.70% | +4.9% |
| Q4 2018 | $1,657,000 | – | 9,650 | – | 1.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |