ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 261 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
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. | 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% |