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 2023 | $572,802 | -24.6% | 1,498 | -22.6% | 0.02% | -21.9% |
| Q2 2023 | $759,907 | -12.3% | 1,935 | -13.1% | 0.03% | -27.3% |
| Q1 2022 | $866,000 | -8.5% | 2,226 | +3.4% | 0.04% | -4.3% |
| Q4 2021 | $946,000 | +8.7% | 2,153 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $870,000 | -14.0% | 2,153 | -14.0% | 0.05% | +12.2% |
| Q2 2021 | $1,012,000 | +7.7% | 2,504 | -3.8% | 0.04% | 0.0% |
| Q1 2021 | $940,000 | -18.3% | 2,604 | -20.8% | 0.04% | -26.8% |
| Q4 2020 | $1,151,000 | -3.4% | 3,289 | -14.7% | 0.06% | -3.4% |
| Q3 2020 | $1,192,000 | +20.3% | 3,858 | +8.7% | 0.06% | +9.4% |
| Q2 2020 | $991,000 | +29.0% | 3,550 | -2.1% | 0.05% | +6.0% |
| Q1 2020 | $768,000 | +82.9% | 3,628 | +110.1% | 0.05% | +150.0% |
| Q4 2019 | $420,000 | +14.1% | 1,727 | +1.8% | 0.02% | +11.1% |
| Q3 2019 | $368,000 | -91.6% | 1,697 | -95.2% | 0.02% | -95.9% |
| Q4 2016 | $4,379,000 | -0.4% | 35,367 | 0.0% | 0.44% | -52.3% |
| Q3 2016 | $4,395,000 | – | 35,367 | – | 0.91% | – |
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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% |