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 | $6,161 | +3.5% | 16,121 | +6.4% | 0.03% | +7.4% |
| Q2 2023 | $5,952 | +28.1% | 15,151 | +10.6% | 0.03% | +17.4% |
| Q1 2023 | $4,647 | +17.1% | 13,695 | -3.4% | 0.02% | +9.5% |
| Q4 2022 | $3,969 | -99.9% | 14,175 | +1.7% | 0.02% | -4.5% |
| Q3 2022 | $3,854,000 | -3.1% | 13,944 | +3.2% | 0.02% | +4.8% |
| Q2 2022 | $3,978,000 | -48.1% | 13,512 | -31.5% | 0.02% | -40.0% |
| Q1 2022 | $7,669,000 | -10.9% | 19,733 | +0.7% | 0.04% | -7.9% |
| Q4 2021 | $8,603,000 | +11.9% | 19,596 | +2.9% | 0.04% | 0.0% |
| Q3 2021 | $7,687,000 | +2.7% | 19,044 | +2.8% | 0.04% | +5.6% |
| Q2 2021 | $7,483,000 | +18.3% | 18,522 | +5.6% | 0.04% | +5.9% |
| Q1 2021 | $6,328,000 | +6.2% | 17,536 | +3.0% | 0.03% | -2.9% |
| Q4 2020 | $5,959,000 | +18.8% | 17,033 | +4.9% | 0.04% | +2.9% |
| Q3 2020 | $5,016,000 | +7.7% | 16,230 | -2.8% | 0.03% | -2.9% |
| Q2 2020 | $4,659,000 | +35.1% | 16,690 | +2.5% | 0.04% | +6.1% |
| Q1 2020 | $3,448,000 | -11.1% | 16,283 | +1.6% | 0.03% | +10.0% |
| Q4 2019 | $3,880,000 | +11.7% | 16,023 | +0.1% | 0.03% | 0.0% |
| Q3 2019 | $3,474,000 | +5.1% | 16,009 | +4.4% | 0.03% | 0.0% |
| Q2 2019 | $3,306,000 | +82.0% | 15,332 | +74.1% | 0.03% | +76.5% |
| Q1 2019 | $1,816,000 | +32.9% | 8,808 | +10.7% | 0.02% | +13.3% |
| Q4 2018 | $1,366,000 | -23.7% | 7,957 | -7.0% | 0.02% | -11.8% |
| Q3 2018 | $1,791,000 | +26.1% | 8,552 | +16.1% | 0.02% | +13.3% |
| Q2 2018 | $1,420,000 | +3.7% | 7,363 | -3.5% | 0.02% | 0.0% |
| Q1 2018 | $1,369,000 | +48.0% | 7,631 | +39.2% | 0.02% | +36.4% |
| Q4 2017 | $925,000 | +10.1% | 5,483 | +1.4% | 0.01% | 0.0% |
| Q3 2017 | $840,000 | +19.0% | 5,407 | +10.8% | 0.01% | +10.0% |
| Q2 2017 | $706,000 | +20.5% | 4,878 | +15.2% | 0.01% | 0.0% |
| Q1 2017 | $586,000 | +37.2% | 4,233 | +22.6% | 0.01% | +25.0% |
| Q4 2016 | $427,000 | +40.5% | 3,453 | +40.4% | 0.01% | +33.3% |
| Q3 2016 | $304,000 | +10.5% | 2,460 | -1.7% | 0.01% | 0.0% |
| Q2 2016 | $275,000 | +26.7% | 2,503 | +27.4% | 0.01% | +20.0% |
| Q1 2016 | $217,000 | -0.9% | 1,965 | -0.7% | 0.01% | 0.0% |
| Q4 2015 | $219,000 | +8.4% | 1,979 | +1.5% | 0.01% | -16.7% |
| Q2 2015 | $202,000 | -4.3% | 1,950 | -4.9% | 0.01% | 0.0% |
| Q1 2015 | $211,000 | -1.4% | 2,050 | -2.6% | 0.01% | -14.3% |
| Q4 2014 | $214,000 | +0.5% | 2,104 | -11.6% | 0.01% | -22.2% |
| Q4 2013 | $213,000 | – | 2,379 | – | 0.01% | – |
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% |