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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |