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 | $270,584 | -2.7% | 708 | 0.0% | 0.04% | +8.1% |
| Q2 2023 | $278,152 | +15.8% | 708 | 0.0% | 0.04% | +19.4% |
| Q1 2023 | $240,239 | +21.2% | 708 | 0.0% | 0.03% | +6.9% |
| Q4 2022 | $198,240 | +1.1% | 708 | 0.0% | 0.03% | -14.7% |
| Q3 2022 | $196,000 | -5.8% | 708 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $208,000 | -24.4% | 708 | 0.0% | 0.04% | -10.0% |
| Q1 2022 | $275,000 | -11.6% | 708 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $311,000 | +8.7% | 708 | 0.0% | 0.04% | +5.1% |
| Q3 2021 | $286,000 | -14.4% | 708 | -14.5% | 0.04% | -15.2% |
| Q2 2021 | $334,000 | -18.3% | 828 | -26.9% | 0.05% | -24.6% |
| Q1 2021 | $409,000 | -17.0% | 1,133 | -19.5% | 0.06% | -19.7% |
| Q4 2020 | $493,000 | +13.3% | 1,408 | 0.0% | 0.08% | +11.8% |
| Q3 2020 | $435,000 | +10.7% | 1,408 | 0.0% | 0.07% | +25.9% |
| Q2 2020 | $393,000 | +31.9% | 1,408 | 0.0% | 0.05% | +12.5% |
| Q1 2020 | $298,000 | -12.6% | 1,408 | 0.0% | 0.05% | +29.7% |
| Q4 2019 | $341,000 | +11.4% | 1,408 | 0.0% | 0.04% | +2.8% |
| Q3 2019 | $306,000 | +0.7% | 1,408 | 0.0% | 0.04% | -7.7% |
| Q2 2019 | $304,000 | +4.8% | 1,408 | 0.0% | 0.04% | +5.4% |
| Q1 2019 | $290,000 | +6.6% | 1,408 | 0.0% | 0.04% | -9.8% |
| Q4 2018 | $272,000 | -7.8% | 1,408 | 0.0% | 0.04% | -2.4% |
| Q3 2018 | $295,000 | +8.5% | 1,408 | 0.0% | 0.04% | +2.4% |
| Q2 2018 | $272,000 | +7.5% | 1,408 | 0.0% | 0.04% | +2.5% |
| Q1 2018 | $253,000 | +6.3% | 1,408 | 0.0% | 0.04% | +14.3% |
| Q4 2017 | $238,000 | +8.7% | 1,408 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $219,000 | +7.4% | 1,408 | 0.0% | 0.03% | +6.2% |
| Q2 2017 | $204,000 | +4.6% | 1,408 | 0.0% | 0.03% | +3.2% |
| Q1 2017 | $195,000 | +12.1% | 1,408 | 0.0% | 0.03% | +19.2% |
| Q4 2016 | $174,000 | 0.0% | 1,408 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $174,000 | +12.3% | 1,408 | 0.0% | 0.03% | +18.2% |
| Q2 2016 | $155,000 | -0.6% | 1,408 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $156,000 | 0.0% | 1,408 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $156,000 | – | 1,408 | – | 0.02% | – |
Download | ||||||
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% |