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 | $209,435 | -2.7% | 548 | 0.0% | 0.05% | -13.6% |
| Q2 2023 | $215,293 | +7.0% | 548 | -7.6% | 0.06% | -11.9% |
| Q1 2023 | $201,217 | -13.6% | 593 | -25.2% | 0.07% | -18.3% |
| Q2 2022 | $233,000 | -39.3% | 793 | -19.7% | 0.08% | -27.4% |
| Q1 2022 | $384,000 | -46.7% | 988 | -39.7% | 0.11% | -45.7% |
| Q4 2021 | $720,000 | -1.6% | 1,639 | -9.5% | 0.21% | -22.1% |
| Q2 2021 | $732,000 | -3.4% | 1,811 | -13.8% | 0.27% | -17.8% |
| Q1 2021 | $758,000 | +3.1% | 2,101 | 0.0% | 0.32% | -3.0% |
| Q4 2020 | $735,000 | – | 2,101 | – | 0.34% | – |
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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% |