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 | $1,157,979 | +62.3% | 3,029 | +66.9% | 0.04% | +66.7% |
Q2 2023 | $713,433 | +14.8% | 1,815 | -0.9% | 0.03% | +3.8% |
Q1 2023 | $621,596 | +32.6% | 1,831 | +9.4% | 0.03% | +13.0% |
Q4 2022 | $468,656 | -16.6% | 1,673 | -17.8% | 0.02% | -20.7% |
Q3 2022 | $562,000 | +5.8% | 2,035 | +12.9% | 0.03% | +7.4% |
Q2 2022 | $531,000 | -24.9% | 1,803 | -0.9% | 0.03% | -10.0% |
Q1 2022 | $707,000 | -51.3% | 1,819 | -45.0% | 0.03% | -52.4% |
Q4 2021 | $1,452,000 | +6.0% | 3,306 | -2.6% | 0.06% | -7.4% |
Q3 2021 | $1,370,000 | -0.2% | 3,394 | -0.1% | 0.07% | -1.4% |
Q2 2021 | $1,373,000 | +11.2% | 3,397 | -0.7% | 0.07% | -5.5% |
Q1 2021 | $1,235,000 | +4.7% | 3,421 | +1.4% | 0.07% | -9.9% |
Q4 2020 | $1,180,000 | +76.4% | 3,374 | +40.8% | 0.08% | +37.3% |
Q2 2020 | $669,000 | +107.1% | 2,397 | +57.0% | 0.06% | +73.5% |
Q1 2020 | $323,000 | -26.8% | 1,527 | -16.1% | 0.03% | 0.0% |
Q4 2019 | $441,000 | +5.0% | 1,821 | -5.9% | 0.03% | -20.9% |
Q3 2019 | $420,000 | +88.3% | 1,936 | +89.2% | 0.04% | +72.0% |
Q2 2019 | $223,000 | – | 1,023 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |