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 | $257,838 | -3.3% | 675 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $266,622 | +12.8% | 679 | -2.6% | 0.01% | 0.0% |
| Q1 2023 | $236,366 | +15.3% | 697 | +0.1% | 0.01% | +25.0% |
| Q2 2022 | $205,000 | -33.2% | 696 | -12.0% | 0.00% | -20.0% |
| Q1 2022 | $307,000 | -10.5% | 791 | +1.3% | 0.01% | -16.7% |
| Q4 2021 | $343,000 | +8.5% | 781 | -0.4% | 0.01% | 0.0% |
| Q3 2021 | $316,000 | -0.6% | 784 | -0.4% | 0.01% | 0.0% |
| Q2 2021 | $318,000 | +19.1% | 787 | +6.4% | 0.01% | +20.0% |
| Q1 2021 | $267,000 | -75.3% | 740 | -76.1% | 0.01% | -77.3% |
| Q4 2020 | $1,081,000 | -62.5% | 3,090 | -66.9% | 0.02% | -66.7% |
| Q3 2020 | $2,884,000 | +17.0% | 9,333 | +5.7% | 0.07% | +13.8% |
| Q2 2020 | $2,464,000 | -4.7% | 8,828 | -27.7% | 0.06% | -14.7% |
| Q1 2020 | $2,586,000 | – | 12,211 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |