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 2022 | $3,656,000 | -19.1% | 13,022 | -15.2% | 0.09% | +32.4% |
| Q2 2022 | $4,521,000 | -24.3% | 15,358 | 0.0% | 0.07% | +30.8% |
| Q1 2022 | $5,969,000 | +4.4% | 15,358 | +17.9% | 0.05% | +6.1% |
| Q4 2021 | $5,719,000 | +8.2% | 13,026 | 0.0% | 0.05% | +25.6% |
| Q3 2021 | $5,286,000 | +0.5% | 13,026 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $5,262,000 | +24.6% | 13,026 | +11.3% | 0.04% | -9.3% |
| Q1 2021 | $4,222,000 | +119.4% | 11,701 | +112.8% | 0.04% | +13.2% |
| Q4 2020 | $1,924,000 | +13.0% | 5,499 | -0.2% | 0.04% | -5.0% |
| Q3 2020 | $1,703,000 | +663.7% | 5,510 | +588.8% | 0.04% | +471.4% |
| Q2 2020 | $223,000 | – | 800 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |