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 | $19,129 | -2.6% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,644 | -3.5% | 50 | -16.7% | 0.01% | 0.0% |
| Q1 2023 | $20,359 | +21.2% | 60 | 0.0% | 0.01% | +27.3% |
| Q4 2022 | $16,800 | -1.2% | 60 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $17,000 | -73.0% | 60 | -72.1% | 0.01% | -66.7% |
| Q2 2022 | $63,000 | -21.2% | 215 | +4.4% | 0.04% | -7.7% |
| Q1 2022 | $80,000 | -11.1% | 206 | +0.5% | 0.04% | -9.3% |
| Q4 2021 | $90,000 | +2.3% | 205 | -5.5% | 0.04% | -6.5% |
| Q3 2021 | $88,000 | -12.0% | 217 | -12.1% | 0.05% | -16.4% |
| Q2 2021 | $100,000 | +12.4% | 247 | 0.0% | 0.06% | +1.9% |
| Q1 2021 | $89,000 | -27.0% | 247 | -29.2% | 0.05% | -37.9% |
| Q4 2020 | $122,000 | -4.7% | 349 | -15.7% | 0.09% | -33.1% |
| Q3 2020 | $128,000 | +10.3% | 414 | 0.0% | 0.13% | +1.6% |
| Q2 2020 | $116,000 | +45.0% | 414 | +9.5% | 0.13% | +12.3% |
| Q1 2020 | $80,000 | -11.1% | 378 | +1.6% | 0.11% | +21.3% |
| Q4 2019 | $90,000 | – | 372 | – | 0.09% | – |
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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% |