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 | $72,361 | -4.3% | 189,336 | -1.6% | 2.45% | -2.4% |
| Q2 2023 | $75,627 | +5.5% | 192,499 | -8.9% | 2.51% | -0.3% |
| Q1 2023 | $71,661 | +25.1% | 211,191 | +3.2% | 2.51% | +22.0% |
| Q4 2022 | $57,277 | -99.9% | 204,559 | +4.0% | 2.06% | -19.4% |
| Q3 2022 | $54,367,000 | -3.3% | 196,690 | +3.0% | 2.56% | -10.0% |
| Q2 2022 | $56,198,000 | -16.1% | 190,898 | +10.7% | 2.84% | -7.6% |
| Q1 2022 | $67,007,000 | -7.6% | 172,421 | +4.4% | 3.07% | -5.5% |
| Q4 2021 | $72,498,000 | +8.8% | 165,137 | -0.0% | 3.25% | -0.4% |
| Q3 2021 | $66,662,000 | -2.6% | 165,149 | -2.5% | 3.26% | +6.2% |
| Q2 2021 | $68,438,000 | +12.7% | 169,409 | +0.7% | 3.07% | +4.0% |
| Q1 2021 | $60,705,000 | +7.1% | 168,229 | +3.9% | 2.96% | -3.4% |
| Q4 2020 | $56,666,000 | +10.9% | 161,982 | -2.0% | 3.06% | -3.5% |
| Q3 2020 | $51,077,000 | +5.0% | 165,264 | -5.2% | 3.17% | -8.0% |
| Q2 2020 | $48,655,000 | +24.8% | 174,304 | -5.3% | 3.45% | +10.9% |
| Q1 2020 | $38,995,000 | -15.6% | 184,137 | -3.4% | 3.11% | +10.1% |
| Q4 2019 | $46,177,000 | -17.9% | 190,694 | -26.4% | 2.82% | -24.5% |
| Q3 2019 | $56,257,000 | +32.8% | 259,225 | +32.0% | 3.73% | +33.5% |
| Q2 2019 | $42,352,000 | +6.5% | 196,392 | +1.8% | 2.80% | -6.7% |
| Q1 2019 | $39,785,000 | +19.5% | 192,935 | -0.5% | 3.00% | +1.9% |
| Q4 2018 | $33,300,000 | -15.7% | 193,929 | +2.7% | 2.94% | -17.2% |
| Q3 2018 | $39,524,000 | +10.7% | 188,766 | +2.0% | 3.56% | +5.6% |
| Q2 2018 | $35,696,000 | -5.5% | 185,061 | -12.1% | 3.37% | -11.9% |
| Q1 2018 | $37,765,000 | +11.9% | 210,474 | +5.2% | 3.82% | +10.9% |
| Q4 2017 | $33,755,000 | +7.5% | 199,985 | -1.1% | 3.45% | -1.6% |
| Q3 2017 | $31,398,000 | +5.4% | 202,205 | -1.8% | 3.50% | -0.9% |
| Q2 2017 | $29,781,000 | +1.0% | 205,900 | -3.3% | 3.53% | -4.2% |
| Q1 2017 | $29,480,000 | +14.8% | 212,912 | +2.7% | 3.68% | +3.4% |
| Q4 2016 | $25,677,000 | +0.5% | 207,387 | +0.3% | 3.56% | -4.7% |
| Q3 2016 | $25,554,000 | +7.5% | 206,734 | -4.3% | 3.74% | -1.5% |
| Q2 2016 | $23,764,000 | +0.0% | 216,078 | +0.6% | 3.80% | -2.5% |
| Q1 2016 | $23,759,000 | – | 214,699 | – | 3.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |