ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 277 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $109,621 | +15.4% | 1,272 | +500.0% | 0.01% | +14.3% |
| 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 333,033 | $26,572,000 | 3.07% |
| WESPAC Advisors, LLC | 17,510 | $1,397,000 | 1.63% |
| SPC Financial, Inc. | 57,375 | $4,578,000 | 1.63% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 112,712 | $8,993,000 | 1.44% |
| WealthTrust Fairport, LLC | 70,229 | $5,604,000 | 0.93% |
| Asset Management Group, Inc. | 13,486 | $1,076,000 | 0.70% |
| AFT, FORSYTH & COMPANY, INC. | 5,713 | $456,000 | 0.59% |
| Winchester Group Inc. | 22,745 | $1,814,000 | 0.40% |
| Antonetti Capital Management LLC | 4,712 | $376,000 | 0.38% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 8,485 | $677,000 | 0.35% |