ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 269 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,259 | -2.7% | 715 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $280,902 | +15.8% | 715 | 0.0% | 0.02% | +13.3% |
| Q1 2023 | $242,614 | +21.2% | 715 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $200,200 | -99.9% | 715 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $210,488,000 | +75888.4% | 715 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $277,000 | -11.5% | 715 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $313,000 | +8.7% | 715 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $288,000 | 0.0% | 715 | 0.0% | 0.02% | -13.0% |
| Q2 2021 | $288,000 | +11.6% | 715 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $258,000 | +3.2% | 715 | 0.0% | 0.02% | -18.5% |
| Q4 2020 | $250,000 | – | 715 | – | 0.03% | – |
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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% |