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 | $239,166 | -2.7% | 626 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $245,855 | +6.0% | 626 | -8.5% | 0.02% | +5.0% |
| Q1 2023 | $232,025 | +4.6% | 684 | -2.8% | 0.02% | +5.3% |
| Q4 2022 | $221,835 | -6.0% | 704 | -12.2% | 0.02% | -17.4% |
| Q2 2022 | $236,000 | -24.1% | 802 | 0.0% | 0.02% | -14.8% |
| Q1 2022 | $311,000 | -11.6% | 802 | 0.0% | 0.03% | -10.0% |
| Q4 2021 | $352,000 | +8.6% | 802 | -0.1% | 0.03% | +3.4% |
| Q3 2021 | $324,000 | 0.0% | 803 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $324,000 | +11.7% | 803 | 0.0% | 0.03% | +3.4% |
| Q1 2021 | $290,000 | +3.2% | 803 | 0.0% | 0.03% | -31.0% |
| Q4 2020 | $281,000 | +13.3% | 803 | 0.0% | 0.04% | +40.0% |
| Q3 2020 | $248,000 | -99.9% | 803 | 0.0% | 0.03% | +7.1% |
| Q2 2020 | $224,370,000 | – | 803 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |