ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,647,249 | -3.0% | 9,543 | -0.3% | 2.67% | +0.2% |
| Q2 2023 | $3,761,443 | +11.8% | 9,574 | -3.4% | 2.67% | +2.7% |
| Q1 2023 | $3,364,329 | +21.3% | 9,915 | +0.1% | 2.60% | +9.8% |
| Q4 2022 | $2,774,287 | +0.8% | 9,908 | -0.5% | 2.37% | -3.6% |
| Q3 2022 | $2,752,000 | -5.9% | 9,957 | +0.3% | 2.46% | +4.1% |
| Q2 2022 | $2,924,000 | -24.7% | 9,932 | -0.6% | 2.36% | -4.6% |
| Q1 2022 | $3,882,000 | -10.0% | 9,988 | +1.7% | 2.47% | +11.7% |
| Q4 2021 | $4,313,000 | +11.2% | 9,824 | +2.2% | 2.21% | +6.2% |
| Q3 2021 | $3,880,000 | +0.7% | 9,613 | +0.8% | 2.08% | +1.3% |
| Q2 2021 | $3,852,000 | +13.6% | 9,536 | +1.4% | 2.06% | +1.1% |
| Q1 2021 | $3,392,000 | +3.4% | 9,400 | +0.3% | 2.03% | -0.9% |
| Q4 2020 | $3,280,000 | +12.2% | 9,375 | -0.9% | 2.05% | -5.7% |
| Q3 2020 | $2,924,000 | +9.3% | 9,459 | -1.2% | 2.18% | -3.5% |
| Q2 2020 | $2,674,000 | -99.9% | 9,578 | -0.1% | 2.26% | +10.4% |
| Q1 2020 | $2,030,899,000 | +82625.0% | 9,590 | -5.4% | 2.04% | +9.0% |
| Q4 2019 | $2,455,000 | +12.1% | 10,139 | +0.5% | 1.87% | +3.6% |
| Q3 2019 | $2,190,000 | -1.6% | 10,091 | -2.2% | 1.81% | -1.4% |
| Q2 2019 | $2,226,000 | +6.4% | 10,321 | +1.7% | 1.83% | +1.2% |
| Q1 2019 | $2,093,000 | +23.5% | 10,149 | +2.8% | 1.81% | +7.4% |
| Q4 2018 | $1,695,000 | -13.4% | 9,871 | +5.6% | 1.69% | +4.0% |
| Q3 2018 | $1,957,000 | +9.0% | 9,345 | +0.3% | 1.62% | +3.0% |
| Q2 2018 | $1,796,000 | +10.8% | 9,313 | +3.1% | 1.58% | +4.1% |
| Q1 2018 | $1,621,000 | +6.4% | 9,035 | +0.1% | 1.51% | +1.5% |
| Q4 2017 | $1,523,000 | +234.0% | 9,025 | +58.0% | 1.49% | +152.3% |
| Q3 2013 | $456,000 | +16.6% | 5,713 | +8.7% | 0.59% | +5.7% |
| Q2 2013 | $391,000 | – | 5,256 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |