ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 360 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,278,519 | +8.3% | 55,970 | -1.1% | 0.38% | +1.9% |
| Q1 2024 | $4,875,333 | +11.2% | 56,572 | +478.4% | 0.37% | +17.5% |
| Q4 2023 | $4,383,211 | -4.5% | 9,780 | -18.5% | 0.32% | -31.5% |
| Q3 2023 | $4,588,116 | -15.0% | 12,001 | -12.7% | 0.46% | -3.8% |
| Q2 2023 | $5,400,214 | +20.6% | 13,746 | +4.2% | 0.48% | +8.9% |
| Q1 2023 | $4,477,749 | +17.7% | 13,196 | -2.9% | 0.44% | +11.1% |
| Q4 2022 | $3,805,095 | +3.4% | 13,590 | +2.8% | 0.40% | -13.6% |
| Q3 2022 | $3,679,000 | +25.9% | 13,214 | +35.5% | 0.46% | -72.8% |
| Q2 2022 | $2,922,000 | -51.0% | 9,755 | -30.4% | 1.68% | -46.3% |
| Q1 2022 | $5,964,000 | -3.1% | 14,010 | -0.1% | 3.13% | -1.5% |
| Q4 2021 | $6,155,000 | +5.4% | 14,020 | -3.1% | 3.18% | -5.8% |
| Q3 2021 | $5,838,000 | +4.0% | 14,463 | +4.1% | 3.37% | -3.3% |
| Q2 2021 | $5,615,000 | +15.9% | 13,894 | +3.5% | 3.49% | -1.9% |
| Q1 2021 | $4,845,000 | +8.3% | 13,428 | +5.0% | 3.56% | +0.5% |
| Q4 2020 | $4,474,000 | +8.3% | 12,789 | -5.1% | 3.54% | +5.6% |
| Q3 2020 | $4,132,000 | +125.8% | 13,474 | +105.5% | 3.35% | +102.4% |
| Q2 2020 | $1,830,000 | – | 6,557 | – | 1.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 333,033 | $26,572,000 | 3.07% |
| WESPAC Advisors, LLC | 17,510 | $1,397,000 | 1.63% |
| SPC Financial, Inc. | 57,375 | $4,578,000 | 1.63% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 112,712 | $8,993,000 | 1.44% |
| WealthTrust Fairport, LLC | 70,229 | $5,604,000 | 0.93% |
| Asset Management Group, Inc. | 13,486 | $1,076,000 | 0.70% |
| AFT, FORSYTH & COMPANY, INC. | 5,713 | $456,000 | 0.59% |
| Winchester Group Inc. | 22,745 | $1,814,000 | 0.40% |
| Antonetti Capital Management LLC | 4,712 | $376,000 | 0.38% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 8,485 | $677,000 | 0.35% |