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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $242,000 | -11.7% | 623 | 0.0% | 0.09% | -4.1% |
| Q4 2021 | $274,000 | +9.2% | 623 | 0.0% | 0.10% | -4.9% |
| Q3 2021 | $251,000 | -37.9% | 623 | -37.8% | 0.10% | -34.2% |
| Q2 2021 | $404,000 | +11.9% | 1,001 | 0.0% | 0.16% | +4.7% |
| Q1 2021 | $361,000 | +26.2% | 1,001 | +22.5% | 0.15% | +21.3% |
| Q4 2020 | $286,000 | +31.8% | 817 | +16.2% | 0.12% | +25.8% |
| Q3 2020 | $217,000 | – | 703 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |