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 | $4,217 | -5.0% | 11,035 | -2.3% | 0.03% | -3.7% |
| Q2 2023 | $4,437 | +14.7% | 11,293 | -0.9% | 0.03% | +3.8% |
| Q1 2023 | $3,867 | +19.5% | 11,395 | -1.4% | 0.03% | +8.3% |
| Q4 2022 | $3,237 | -99.9% | 11,560 | -7.1% | 0.02% | -11.1% |
| Q3 2022 | $3,438,000 | -6.0% | 12,437 | +0.1% | 0.03% | -3.6% |
| Q2 2022 | $3,658,000 | -30.0% | 12,426 | -7.6% | 0.03% | -24.3% |
| Q1 2022 | $5,223,000 | -11.8% | 13,441 | -0.3% | 0.04% | -11.9% |
| Q4 2021 | $5,920,000 | +8.9% | 13,485 | +0.2% | 0.04% | -2.3% |
| Q2 2021 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $5,436,000 | +51.9% | 13,457 | -35.4% | 0.04% | -51.7% |
| Q4 2018 | $3,578,000 | -37.8% | 20,837 | -24.1% | 0.09% | -39.5% |
| Q3 2018 | $5,750,000 | +352.8% | 27,464 | +317.1% | 0.15% | +250.0% |
| Q2 2018 | $1,270,000 | – | 6,585 | – | 0.04% | – |
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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% |