ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,943 | -15.5% | 845 | -13.2% | 0.04% | -17.0% |
| Q2 2023 | $382,262 | +15.8% | 973 | 0.0% | 0.05% | +9.3% |
| Q1 2023 | $330,158 | +21.2% | 973 | 0.0% | 0.04% | +16.2% |
| Q4 2022 | $272,440 | -0.9% | 973 | -2.2% | 0.04% | -5.1% |
| Q3 2022 | $275,000 | -6.1% | 995 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $293,000 | -24.3% | 995 | 0.0% | 0.04% | -7.3% |
| Q1 2022 | $387,000 | -5.6% | 995 | -2.0% | 0.04% | -2.4% |
| Q3 2021 | $410,000 | -2.4% | 1,015 | -2.4% | 0.04% | +16.7% |
| Q2 2021 | $420,000 | +12.0% | 1,040 | 0.0% | 0.04% | +20.0% |
| Q1 2021 | $375,000 | +3.0% | 1,040 | 0.0% | 0.03% | +11.1% |
| Q4 2020 | $364,000 | +13.4% | 1,040 | 0.0% | 0.03% | +8.0% |
| Q3 2020 | $321,000 | +10.7% | 1,040 | 0.0% | 0.02% | +13.6% |
| Q2 2020 | $290,000 | +31.8% | 1,040 | 0.0% | 0.02% | +10.0% |
| Q1 2020 | $220,000 | -18.5% | 1,040 | -6.7% | 0.02% | 0.0% |
| Q4 2019 | $270,000 | +18.4% | 1,115 | +6.2% | 0.02% | +11.1% |
| Q3 2019 | $228,000 | +0.9% | 1,050 | 0.0% | 0.02% | +80.0% |
| Q2 2019 | $226,000 | +4.1% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $217,000 | -1.4% | 1,050 | 0.0% | 0.01% | +11.1% |
| Q3 2018 | $220,000 | +8.4% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $203,000 | – | 1,050 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |