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 | $493 | +2.5% | 1,290 | +5.3% | 0.28% | +3.3% |
| Q2 2023 | $481 | +45.8% | 1,225 | +4.1% | 0.27% | +21.4% |
| Q4 2022 | $330 | -99.9% | 1,177 | +0.2% | 0.22% | -9.7% |
| Q3 2022 | $325,000 | -4.1% | 1,175 | +2.2% | 0.25% | +9.7% |
| Q2 2022 | $339,000 | -23.6% | 1,150 | +0.7% | 0.23% | -7.4% |
| Q1 2022 | $444,000 | +23.0% | 1,142 | +38.8% | 0.24% | +27.7% |
| Q4 2021 | $361,000 | – | 823 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |