ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,983 | -2.7% | 803 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $315,570 | +15.8% | 803 | 0.0% | 0.22% | +11.4% |
| Q1 2023 | $272,556 | +21.2% | 803 | 0.0% | 0.20% | +16.9% |
| Q4 2022 | $224,908 | +1.3% | 803 | 0.0% | 0.17% | -7.5% |
| Q3 2022 | $222,000 | -5.9% | 803 | 0.0% | 0.19% | +5.7% |
| Q2 2022 | $236,000 | -24.4% | 803 | 0.0% | 0.18% | -9.3% |
| Q1 2022 | $312,000 | -11.6% | 803 | 0.0% | 0.19% | -3.5% |
| Q4 2021 | $353,000 | +9.0% | 803 | 0.0% | 0.20% | -2.9% |
| Q3 2021 | $324,000 | 0.0% | 803 | 0.0% | 0.21% | -0.5% |
| Q2 2021 | $324,000 | +11.7% | 803 | 0.0% | 0.21% | +5.6% |
| Q1 2021 | $290,000 | +3.2% | 803 | 0.0% | 0.20% | -2.5% |
| Q4 2020 | $281,000 | +13.3% | 803 | 0.0% | 0.20% | +6.9% |
| Q3 2020 | $248,000 | +10.7% | 803 | 0.0% | 0.19% | +3.3% |
| Q2 2020 | $224,000 | – | 803 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |