ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 257 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,018,559 | +11.3% | 21,403 | +1.7% | 0.03% | +10.7% |
| Q1 2024 | $1,813,610 | +13.6% | 21,044 | +490.6% | 0.03% | 0.0% |
| Q4 2023 | $1,597,066 | +15.6% | 3,563 | -1.5% | 0.03% | +7.7% |
| Q3 2023 | $1,382,134 | -2.7% | 3,616 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $1,420,794 | +12.7% | 3,616 | -2.7% | 0.03% | +8.3% |
| Q1 2023 | $1,261,065 | +12.7% | 3,716 | -7.0% | 0.02% | +4.3% |
| Q4 2022 | $1,119,285 | -22.4% | 3,997 | -23.4% | 0.02% | -25.8% |
| Q3 2022 | $1,442,000 | -26.8% | 5,218 | -22.0% | 0.03% | -22.5% |
| Q2 2022 | $1,969,000 | -25.4% | 6,688 | -1.5% | 0.04% | -7.0% |
| Q1 2022 | $2,640,000 | -69.3% | 6,793 | -65.3% | 0.04% | -66.9% |
| Q4 2021 | $8,593,000 | -33.7% | 19,574 | -39.0% | 0.13% | -35.0% |
| Q3 2021 | $12,959,000 | -0.3% | 32,104 | -0.2% | 0.20% | +2.6% |
| Q2 2021 | $12,998,000 | +7.5% | 32,176 | -4.0% | 0.20% | -2.0% |
| Q1 2021 | $12,089,000 | -2.3% | 33,502 | -5.3% | 0.20% | -10.4% |
| Q4 2020 | $12,369,000 | +8.5% | 35,359 | -4.1% | 0.22% | -0.9% |
| Q3 2020 | $11,401,000 | +14.5% | 36,888 | +3.4% | 0.22% | +4.7% |
| Q2 2020 | $9,954,000 | +30.8% | 35,660 | -0.8% | 0.21% | +5.4% |
| Q1 2020 | $7,611,000 | -6.4% | 35,942 | +7.1% | 0.20% | +19.4% |
| Q4 2019 | $8,128,000 | – | 33,567 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |