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 | $480,400 | -2.7% | 1,257 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $493,838 | +15.8% | 1,257 | 0.0% | 0.02% | +9.5% |
| Q1 2023 | $426,525 | +21.2% | 1,257 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $351,960 | +1.4% | 1,257 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $347,000 | -6.2% | 1,257 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $370,000 | -28.3% | 1,257 | -5.4% | 0.02% | -16.7% |
| Q1 2022 | $516,000 | -11.5% | 1,329 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $583,000 | +8.8% | 1,329 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $536,000 | -1.7% | 1,329 | -1.6% | 0.03% | -3.7% |
| Q2 2021 | $545,000 | +11.9% | 1,350 | 0.0% | 0.03% | +3.8% |
| Q1 2021 | $487,000 | -7.2% | 1,350 | -10.0% | 0.03% | -10.3% |
| Q4 2020 | $525,000 | +13.1% | 1,500 | 0.0% | 0.03% | +3.6% |
| Q3 2020 | $464,000 | +10.7% | 1,500 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $419,000 | +31.8% | 1,500 | 0.0% | 0.03% | +12.5% |
| Q1 2020 | $318,000 | -12.4% | 1,500 | 0.0% | 0.02% | +14.3% |
| Q4 2019 | $363,000 | +11.3% | 1,500 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $326,000 | +0.9% | 1,500 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $323,000 | +4.5% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $309,000 | +19.8% | 1,500 | 0.0% | 0.02% | +10.5% |
| Q4 2018 | $258,000 | -17.8% | 1,500 | 0.0% | 0.02% | -5.0% |
| Q3 2018 | $314,000 | +8.7% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $289,000 | +7.4% | 1,500 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $269,000 | +6.3% | 1,500 | 0.0% | 0.02% | +11.8% |
| Q4 2017 | $253,000 | +8.6% | 1,500 | 0.0% | 0.02% | +6.2% |
| Q3 2017 | $233,000 | +7.4% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $217,000 | +4.3% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $208,000 | -47.7% | 1,500 | -69.9% | 0.02% | -56.8% |
| Q3 2013 | $398,000 | +7.3% | 4,979 | 0.0% | 0.04% | +5.7% |
| Q2 2013 | $371,000 | – | 4,979 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |