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 | $636,330 | -2.7% | 1,665 | 0.0% | 0.22% | +1.4% |
| Q2 2023 | $654,129 | +15.8% | 1,665 | 0.0% | 0.21% | +29.1% |
| Q1 2023 | $564,968 | +21.2% | 1,665 | 0.0% | 0.16% | -14.1% |
| Q4 2022 | $466,200 | +1.3% | 1,665 | 0.0% | 0.19% | +0.5% |
| Q3 2022 | $460,000 | -6.1% | 1,665 | 0.0% | 0.19% | +6.7% |
| Q2 2022 | $490,000 | -24.3% | 1,665 | 0.0% | 0.18% | -8.2% |
| Q1 2022 | $647,000 | -11.5% | 1,665 | 0.0% | 0.20% | +15.4% |
| Q4 2021 | $731,000 | +8.8% | 1,665 | 0.0% | 0.17% | -16.7% |
| Q3 2021 | $672,000 | -0.1% | 1,665 | 0.0% | 0.20% | -5.1% |
| Q2 2021 | $673,000 | +12.0% | 1,665 | 0.0% | 0.21% | +8.6% |
| Q1 2021 | $601,000 | +3.3% | 1,665 | 0.0% | 0.20% | -3.0% |
| Q4 2020 | $582,000 | +13.0% | 1,665 | 0.0% | 0.20% | -17.1% |
| Q3 2020 | $515,000 | +10.8% | 1,665 | 0.0% | 0.24% | -8.6% |
| Q2 2020 | $465,000 | -8.3% | 1,665 | -30.4% | 0.27% | -36.5% |
| Q1 2020 | $507,000 | -12.4% | 2,392 | 0.0% | 0.42% | +17.5% |
| Q4 2019 | $579,000 | +11.6% | 2,392 | 0.0% | 0.36% | -14.9% |
| Q3 2019 | $519,000 | +0.6% | 2,392 | 0.0% | 0.42% | +2.4% |
| Q2 2019 | $516,000 | – | 2,392 | – | 0.41% | – |
Download | ||||||
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% |