ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 273 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |