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 | $92,875,704 | -8.7% | 243,014 | -6.2% | 0.01% | -10.0% |
| Q2 2023 | $101,759,005 | +15.0% | 259,014 | -0.7% | 0.01% | +11.1% |
| Q1 2023 | $88,499,492 | +14.1% | 260,814 | -5.8% | 0.01% | 0.0% |
| Q4 2022 | $77,550,200 | -6.8% | 276,965 | -8.0% | 0.01% | -18.2% |
| Q3 2022 | $83,201,000 | -9.5% | 301,007 | -3.6% | 0.01% | -8.3% |
| Q2 2022 | $91,910,000 | -24.3% | 312,204 | -0.1% | 0.01% | -25.0% |
| Q1 2022 | $121,450,000 | -6.0% | 312,507 | +6.2% | 0.02% | 0.0% |
| Q4 2021 | $129,243,000 | +16.1% | 294,389 | +6.7% | 0.02% | +6.7% |
| Q3 2021 | $111,337,000 | -0.1% | 275,825 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $111,497,000 | +12.7% | 275,996 | +0.7% | 0.02% | 0.0% |
| Q1 2021 | $98,890,000 | +3.4% | 274,048 | +0.2% | 0.02% | 0.0% |
| Q4 2020 | $95,658,000 | +20.0% | 273,440 | +6.0% | 0.02% | 0.0% |
| Q3 2020 | $79,698,000 | -5.0% | 257,872 | -14.2% | 0.02% | -21.1% |
| Q2 2020 | $83,850,000 | +32.6% | 300,388 | +0.6% | 0.02% | +11.8% |
| Q1 2020 | $63,251,000 | +30.1% | 298,676 | +48.8% | 0.02% | +54.5% |
| Q4 2019 | $48,610,000 | +13.0% | 200,744 | +1.3% | 0.01% | 0.0% |
| Q3 2019 | $43,009,000 | +1.9% | 198,177 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $42,194,000 | +9.8% | 195,659 | +5.0% | 0.01% | 0.0% |
| Q1 2019 | $38,443,000 | -12.2% | 186,427 | -26.9% | 0.01% | -15.4% |
| Q4 2018 | $43,775,000 | -10.8% | 254,935 | +8.8% | 0.01% | +8.3% |
| Q3 2018 | $49,066,000 | -11.5% | 234,337 | -18.5% | 0.01% | -20.0% |
| Q2 2018 | $55,460,000 | +29.3% | 287,521 | +20.3% | 0.02% | +25.0% |
| Q1 2018 | $42,877,000 | +20.0% | 238,959 | +12.9% | 0.01% | +20.0% |
| Q4 2017 | $35,724,000 | -10.3% | 211,643 | -17.5% | 0.01% | -16.7% |
| Q3 2017 | $39,825,000 | +7.4% | 256,475 | +0.0% | 0.01% | +9.1% |
| Q2 2017 | $37,088,000 | -49.5% | 256,415 | -51.7% | 0.01% | 0.0% |
| Q1 2017 | $73,448,000 | +7.2% | 530,460 | -4.2% | 0.01% | 0.0% |
| Q4 2016 | $68,530,000 | +108.8% | 553,512 | +108.4% | 0.01% | 0.0% |
| Q3 2016 | $32,828,000 | +4.5% | 265,579 | -7.0% | 0.01% | 0.0% |
| Q2 2016 | $31,404,000 | -15.7% | 285,545 | -15.2% | 0.01% | -21.4% |
| Q1 2016 | $37,254,000 | -0.5% | 336,656 | -0.5% | 0.01% | 0.0% |
| Q4 2015 | $37,444,000 | -26.4% | 338,284 | -33.3% | 0.01% | -26.3% |
| Q3 2015 | $50,870,000 | -7.0% | 507,177 | -3.9% | 0.02% | 0.0% |
| Q2 2015 | $54,699,000 | +60.8% | 527,987 | +60.1% | 0.02% | +46.2% |
| Q1 2015 | $34,010,000 | -8.7% | 329,784 | -9.8% | 0.01% | -7.1% |
| Q4 2014 | $37,244,000 | +9.7% | 365,421 | +5.4% | 0.01% | +7.7% |
| Q3 2014 | $33,949,000 | +4.2% | 346,807 | +1.4% | 0.01% | 0.0% |
| Q2 2014 | $32,572,000 | +5.9% | 342,170 | +1.2% | 0.01% | 0.0% |
| Q1 2014 | $30,768,000 | +0.2% | 338,179 | -1.4% | 0.01% | 0.0% |
| Q4 2013 | $30,710,000 | +13.6% | 342,833 | +1.2% | 0.01% | 0.0% |
| Q3 2013 | $27,035,000 | +7.3% | 338,836 | +0.1% | 0.01% | 0.0% |
| Q2 2013 | $25,188,000 | – | 338,546 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |