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 ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |