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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $698,093 | -1.8% | 13,804 | +0.0% | 0.05% | -2.0% |
Q1 2023 | $710,844 | +29.6% | 13,803 | +24.6% | 0.05% | -3.9% |
Q4 2022 | $548,517 | +39.6% | 11,079 | +678.6% | 0.05% | +54.5% |
Q3 2022 | $393,000 | +53.5% | 1,423 | +63.4% | 0.03% | +57.1% |
Q2 2022 | $256,000 | -10.5% | 871 | +18.5% | 0.02% | +10.5% |
Q1 2022 | $286,000 | – | 735 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
Campion Asset Management | 7,985 | $3,226,000 | 2.68% |