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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $615,000 | -45.6% | 1,400 | -50.0% | 0.41% | -40.9% |
| Q3 2021 | $1,130,000 | +99.6% | 2,800 | +100.0% | 0.70% | -35.6% |
| Q2 2021 | $566,000 | +12.1% | 1,400 | 0.0% | 1.08% | +187.3% |
| Q1 2021 | $505,000 | -39.9% | 1,400 | -41.7% | 0.38% | -41.9% |
| Q4 2020 | $840,000 | -21.5% | 2,400 | -51.6% | 0.65% | -18.7% |
| Q2 2019 | $1,070,000 | +54.4% | 4,963 | +21.4% | 0.80% | +66.6% |
| Q1 2019 | $693,000 | -65.7% | 4,088 | -81.9% | 0.48% | -71.5% |
| Q4 2013 | $2,022,000 | +44.7% | 22,572 | +28.9% | 1.68% | +3.3% |
| Q3 2013 | $1,397,000 | +10.9% | 17,510 | +3.4% | 1.63% | -14.9% |
| Q2 2013 | $1,260,000 | – | 16,935 | – | 1.91% | – |
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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% |