ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 257 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,696,678 | +11.7% | 293,677 | +2.1% | 1.79% | +2.8% |
| Q1 2024 | $24,795,619 | +22.6% | 287,719 | +537.6% | 1.74% | +13.9% |
| Q4 2023 | $20,222,558 | +12.7% | 45,122 | -3.9% | 1.53% | +4.2% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |