ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,388 | -2.7% | 1,325 | 0.0% | 0.18% | +5.2% |
| Q2 2023 | $520,552 | +15.8% | 1,325 | 0.0% | 0.17% | +13.1% |
| Q1 2023 | $449,599 | +21.2% | 1,325 | 0.0% | 0.15% | +18.6% |
| Q4 2022 | $371,000 | +1.4% | 1,325 | 0.0% | 0.13% | -7.2% |
| Q3 2022 | $366,000 | -6.2% | 1,325 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $390,000 | -24.1% | 1,325 | 0.0% | 0.14% | -13.7% |
| Q1 2022 | $514,000 | -11.5% | 1,325 | 0.0% | 0.16% | -13.4% |
| Q4 2021 | $581,000 | +8.8% | 1,325 | 0.0% | 0.19% | +2.8% |
| Q3 2021 | $534,000 | -0.2% | 1,325 | 0.0% | 0.18% | +5.2% |
| Q2 2021 | $535,000 | +11.9% | 1,325 | 0.0% | 0.17% | +6.2% |
| Q1 2021 | $478,000 | +3.2% | 1,325 | 0.0% | 0.16% | -3.6% |
| Q4 2020 | $463,000 | +13.2% | 1,325 | 0.0% | 0.17% | -4.5% |
| Q3 2020 | $409,000 | +10.8% | 1,325 | 0.0% | 0.18% | +8.6% |
| Q2 2020 | $369,000 | +31.8% | 1,325 | 0.0% | 0.16% | +18.2% |
| Q1 2020 | $280,000 | -12.5% | 1,325 | 0.0% | 0.14% | +28.0% |
| Q4 2019 | $320,000 | +11.5% | 1,325 | 0.0% | 0.11% | +5.9% |
| Q3 2019 | $287,000 | +0.7% | 1,325 | 0.0% | 0.10% | +2.0% |
| Q2 2019 | $285,000 | +4.4% | 1,325 | 0.0% | 0.10% | +2.1% |
| Q1 2019 | $273,000 | +20.3% | 1,325 | 0.0% | 0.10% | +4.3% |
| Q4 2018 | $227,000 | -18.1% | 1,325 | 0.0% | 0.09% | 0.0% |
| Q3 2018 | $277,000 | +8.6% | 1,325 | 0.0% | 0.09% | +3.3% |
| Q2 2018 | $255,000 | 0.0% | 1,325 | -7.0% | 0.09% | -3.2% |
| Q1 2018 | $255,000 | +6.2% | 1,425 | 0.0% | 0.09% | +4.5% |
| Q4 2017 | $240,000 | +8.6% | 1,425 | 0.0% | 0.09% | +6.0% |
| Q3 2017 | $221,000 | +7.3% | 1,425 | 0.0% | 0.08% | +9.1% |
| Q2 2017 | $206,000 | – | 1,425 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |