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 | $338 | +1107.1% | 15,510 | +1623.3% | 0.04% | +775.0% |
| Q2 2023 | $28 | -99.1% | 900 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -57.1% | 900 | -25.0% | 0.00% | – |
| Q2 2022 | $7,000 | -66.7% | 1,200 | +20.0% | 0.00% | -100.0% |
| Q1 2022 | $21,000 | +40.0% | 1,000 | -9.1% | 0.00% | – |
| Q4 2021 | $15,000 | 0.0% | 1,100 | +57.1% | 0.00% | -100.0% |
| Q3 2021 | $15,000 | -97.2% | 700 | -53.3% | 0.00% | -95.8% |
| Q2 2021 | $528,000 | +6500.0% | 1,500 | -21.1% | 0.02% | – |
| Q1 2021 | $8,000 | -97.5% | 1,900 | +90.0% | 0.00% | -100.0% |
| Q4 2020 | $315,000 | +505.8% | 1,000 | -37.5% | 0.02% | +400.0% |
| Q3 2020 | $52,000 | -95.3% | 1,600 | -67.3% | 0.00% | -95.9% |
| Q2 2020 | $1,114,000 | +5204.8% | 4,900 | -16.9% | 0.07% | +7300.0% |
| Q1 2020 | $21,000 | -48.8% | 5,900 | -53.9% | 0.00% | -66.7% |
| Q4 2019 | $41,000 | +4000.0% | 12,800 | +4166.7% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 300 | +200.0% | 0.00% | – |
| Q2 2019 | $1,000 | -98.0% | 100 | -98.9% | 0.00% | -100.0% |
| Q3 2017 | $49,000 | – | 9,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |