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 | -2.5% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $314 | -37.7% | 800 | -55.6% | 0.00% | -100.0% |
| Q4 2022 | $504 | -99.9% | 1,800 | -5.3% | 0.00% | 0.0% |
| Q3 2021 | $767,000 | -44.2% | 1,900 | -44.1% | 0.00% | -50.0% |
| Q2 2021 | $1,374,000 | +111.4% | 3,400 | +88.9% | 0.00% | +100.0% |
| Q1 2021 | $650,000 | +75.2% | 1,800 | +50.0% | 0.00% | – |
| Q3 2020 | $371,000 | -48.9% | 1,200 | -53.8% | 0.00% | -100.0% |
| Q2 2020 | $726,000 | +149.5% | 2,600 | +116.7% | 0.00% | – |
| Q4 2019 | $291,000 | -3.6% | 1,200 | -14.3% | 0.00% | – |
| Q2 2019 | $302,000 | -3.8% | 1,400 | -6.7% | 0.00% | – |
| Q3 2018 | $314,000 | -66.8% | 1,500 | -70.6% | 0.00% | -100.0% |
| Q2 2018 | $946,000 | +88.4% | 5,100 | +82.1% | 0.00% | 0.0% |
| Q1 2018 | $502,000 | – | 2,800 | – | 0.00% | – |
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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% |