ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 276 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $590,758 | +47.2% | 6,264 | +34.5% | 0.13% | +41.9% |
| Q1 2024 | $401,340 | +180.7% | 4,657 | +1359.9% | 0.09% | +158.3% |
| Q4 2023 | $142,969 | +17.3% | 319 | 0.0% | 0.04% | +9.1% |
| Q3 2023 | $121,915 | -2.7% | 319 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $125,326 | -22.9% | 319 | -33.4% | 0.03% | -26.7% |
| Q1 2023 | $162,534 | +121194.0% | 479 | 0.0% | 0.04% | +18.4% |
| Q4 2022 | $134 | -99.9% | 479 | 0.0% | 0.04% | -7.3% |
| Q3 2022 | $132,000 | -15.9% | 479 | -10.3% | 0.04% | -8.9% |
| Q2 2022 | $157,000 | -19.9% | 534 | -9.5% | 0.04% | -43.0% |
| Q1 2022 | $196,000 | -24.3% | 590 | 0.0% | 0.08% | -19.4% |
| Q4 2021 | $259,000 | +8.4% | 590 | -0.7% | 0.10% | +44.1% |
| Q3 2021 | $239,000 | – | 594 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |