ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,937,534 | -0.6% | 46,935 | +2.2% | 1.47% | -1.9% |
| Q2 2023 | $18,047,968 | +19.7% | 45,939 | +3.4% | 1.49% | +8.8% |
| Q1 2023 | $15,082,028 | +524.7% | 44,448 | +415.5% | 1.37% | +432.2% |
| Q4 2022 | $2,414,440 | -30.4% | 8,623 | -31.3% | 0.26% | -40.8% |
| Q3 2022 | $3,468,000 | -8.6% | 12,547 | -2.7% | 0.44% | -26.4% |
| Q2 2022 | $3,795,000 | -64.7% | 12,891 | -53.5% | 0.59% | -53.8% |
| Q1 2022 | $10,764,000 | -81.2% | 27,697 | -78.8% | 1.28% | -74.9% |
| Q4 2021 | $57,268,000 | +16.0% | 130,444 | +6.7% | 5.10% | +2.5% |
| Q3 2021 | $49,363,000 | +3.2% | 122,292 | +3.3% | 4.98% | +1.5% |
| Q2 2021 | $47,815,000 | +13719.4% | 118,360 | +12242.0% | 4.90% | +11578.6% |
| Q1 2021 | $346,000 | +23.6% | 959 | +19.9% | 0.04% | +10.5% |
| Q4 2020 | $280,000 | – | 800 | – | 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% |