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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $95,014 | +17.3% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $81,022 | -2.7% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $83,288 | +15.8% | 212 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $71,936 | +21.2% | 212 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $59,360 | +0.6% | 212 | 0.0% | 0.01% | -37.5% |
| Q3 2022 | $59,000 | -4.8% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $62,000 | -24.4% | 212 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $82,000 | -11.8% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $93,000 | +8.1% | 212 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $86,000 | 0.0% | 212 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $86,000 | +11.7% | 212 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $77,000 | +4.1% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $74,000 | +12.1% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $66,000 | +11.9% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $59,000 | +31.1% | 212 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $45,000 | -55.0% | 212 | -48.5% | 0.01% | -42.9% |
| Q4 2019 | $100,000 | +12.4% | 412 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $89,000 | 0.0% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $89,000 | +4.7% | 412 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $85,000 | +19.7% | 412 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $71,000 | -17.4% | 412 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $86,000 | – | 412 | – | 0.01% | – |
Download | ||||||
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% |