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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $164,302,002 | +6.1% | 429,907 | +9.1% | 0.02% | +12.5% |
| Q2 2023 | $154,877,950 | +14.6% | 394,222 | -1.0% | 0.02% | +14.3% |
| Q1 2023 | $135,116,650 | +7.0% | 398,198 | -11.7% | 0.01% | 0.0% |
| Q4 2022 | $126,273,560 | -43.3% | 450,977 | -44.0% | 0.01% | -48.1% |
| Q3 2022 | $222,702,000 | -21.3% | 805,697 | -16.2% | 0.03% | -15.6% |
| Q2 2022 | $282,999,000 | -26.3% | 961,307 | -2.8% | 0.03% | -13.5% |
| Q1 2022 | $384,231,000 | +121.4% | 988,679 | +150.1% | 0.04% | +117.6% |
| Q4 2021 | $173,537,000 | +4.3% | 395,283 | -4.1% | 0.02% | 0.0% |
| Q3 2021 | $166,428,000 | +0.1% | 412,307 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $166,191,000 | +8.2% | 411,387 | -3.3% | 0.02% | 0.0% |
| Q1 2021 | $153,565,000 | -4.3% | 425,564 | -7.3% | 0.02% | -19.0% |
| Q4 2020 | $160,516,000 | +11.4% | 458,837 | -1.6% | 0.02% | +5.0% |
| Q3 2020 | $144,111,000 | +12.1% | 466,287 | +1.3% | 0.02% | 0.0% |
| Q2 2020 | $128,524,000 | +53.2% | 460,429 | +16.3% | 0.02% | +33.3% |
| Q1 2020 | $83,873,000 | -15.0% | 396,057 | -2.8% | 0.02% | +7.1% |
| Q4 2019 | $98,690,000 | +9.0% | 407,560 | -2.3% | 0.01% | +7.7% |
| Q3 2019 | $90,532,000 | -4.7% | 417,161 | -5.3% | 0.01% | -7.1% |
| Q2 2019 | $94,953,000 | +6.9% | 440,314 | +2.3% | 0.01% | 0.0% |
| Q1 2019 | $88,798,000 | +13.0% | 430,618 | -5.9% | 0.01% | 0.0% |
| Q4 2018 | $78,592,000 | -0.6% | 457,700 | +21.2% | 0.01% | +16.7% |
| Q3 2018 | $79,098,000 | +12.1% | 377,769 | +3.3% | 0.01% | 0.0% |
| Q2 2018 | $70,545,000 | +6.2% | 365,724 | -1.2% | 0.01% | +9.1% |
| Q1 2018 | $66,429,000 | +8.5% | 370,221 | +2.1% | 0.01% | +10.0% |
| Q4 2017 | $61,231,000 | +14.5% | 362,763 | +5.3% | 0.01% | +25.0% |
| Q3 2017 | $53,477,000 | +14.5% | 344,389 | +6.7% | 0.01% | -11.1% |
| Q2 2017 | $46,688,000 | +1.9% | 322,785 | -2.4% | 0.01% | 0.0% |
| Q1 2017 | $45,803,000 | +15.8% | 330,805 | +3.6% | 0.01% | 0.0% |
| Q4 2016 | $39,541,000 | +5.9% | 319,358 | +5.7% | 0.01% | +12.5% |
| Q3 2016 | $37,349,000 | +19.6% | 302,151 | +6.4% | 0.01% | +14.3% |
| Q2 2016 | $31,219,000 | -14.5% | 283,856 | -13.9% | 0.01% | -22.2% |
| Q1 2016 | $36,502,000 | +2.3% | 329,862 | +2.3% | 0.01% | +12.5% |
| Q4 2015 | $35,679,000 | +19.3% | 322,341 | +8.1% | 0.01% | +14.3% |
| Q3 2015 | $29,898,000 | -10.2% | 298,099 | -7.3% | 0.01% | -36.4% |
| Q2 2015 | $33,311,000 | +2.7% | 321,532 | +2.3% | 0.01% | 0.0% |
| Q1 2015 | $32,426,000 | -10.6% | 314,424 | -11.7% | 0.01% | -15.4% |
| Q4 2014 | $36,276,000 | +7.6% | 355,934 | +3.3% | 0.01% | +18.2% |
| Q3 2014 | $33,718,000 | +2.3% | 344,440 | -0.6% | 0.01% | 0.0% |
| Q2 2014 | $32,974,000 | +6.9% | 346,395 | +2.1% | 0.01% | 0.0% |
| Q1 2014 | $30,859,000 | -2.3% | 339,181 | -3.8% | 0.01% | 0.0% |
| Q4 2013 | $31,570,000 | +22.0% | 352,413 | +8.7% | 0.01% | +10.0% |
| Q3 2013 | $25,875,000 | +36.7% | 324,294 | +27.4% | 0.01% | +25.0% |
| Q2 2013 | $18,934,000 | – | 254,489 | – | 0.01% | – |
Download | ||||||
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% |