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 | $2,580,862 | +8.4% | 6,753 | +11.5% | 2.15% | -0.4% |
| Q2 2023 | $2,380,006 | +40.0% | 6,058 | +20.9% | 2.15% | +37.3% |
| Q1 2023 | $1,700,333 | +45.4% | 5,011 | +20.0% | 1.57% | +80.3% |
| Q4 2022 | $1,169,280 | -2.2% | 4,176 | -3.4% | 0.87% | -2.9% |
| Q3 2022 | $1,195,000 | +78.1% | 4,324 | +90.1% | 0.90% | +64.7% |
| Q2 2022 | $671,000 | -48.6% | 2,274 | -32.3% | 0.54% | -22.7% |
| Q1 2022 | $1,306,000 | -36.0% | 3,360 | -27.8% | 0.70% | -31.7% |
| Q4 2021 | $2,042,000 | +12.6% | 4,652 | +3.5% | 1.03% | -3.3% |
| Q3 2021 | $1,814,000 | +35.9% | 4,493 | +36.0% | 1.07% | +51.4% |
| Q2 2021 | $1,335,000 | +1.8% | 3,304 | -9.0% | 0.70% | +0.3% |
| Q1 2021 | $1,311,000 | +6.2% | 3,632 | +2.9% | 0.70% | -0.3% |
| Q4 2020 | $1,235,000 | -35.2% | 3,530 | -42.7% | 0.70% | -40.6% |
| Q3 2020 | $1,905,000 | +6.1% | 6,165 | -4.2% | 1.18% | +12.2% |
| Q2 2020 | $1,796,000 | +38.3% | 6,434 | +4.9% | 1.06% | +17.1% |
| Q1 2020 | $1,299,000 | -35.5% | 6,133 | -26.3% | 0.90% | -14.7% |
| Q4 2019 | $2,014,000 | +18.5% | 8,319 | +6.2% | 1.06% | +10.6% |
| Q3 2019 | $1,700,000 | +116.8% | 7,835 | +115.6% | 0.96% | +100.6% |
| Q2 2019 | $784,000 | +8.0% | 3,634 | +3.3% | 0.48% | +1.9% |
| Q1 2019 | $726,000 | – | 3,519 | – | 0.47% | – |
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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% |