ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 277 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $411 | -14.2% | 4,355 | -21.6% | 0.04% | -16.3% |
| Q1 2024 | $479 | +15.4% | 5,555 | +499.9% | 0.04% | -2.3% |
| Q4 2023 | $415 | +17.2% | 926 | 0.0% | 0.04% | +7.3% |
| Q3 2023 | $354 | -16.3% | 926 | -13.9% | 0.04% | -12.8% |
| Q2 2023 | $423 | +15.9% | 1,076 | 0.0% | 0.05% | +4.4% |
| Q1 2023 | $365 | +12.0% | 1,076 | -7.7% | 0.04% | +2.3% |
| Q4 2022 | $326 | -99.9% | 1,166 | 0.0% | 0.04% | -6.4% |
| Q3 2022 | $322,000 | -6.1% | 1,166 | 0.0% | 0.05% | +4.4% |
| Q2 2022 | $343,000 | -24.3% | 1,166 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $453,000 | -11.5% | 1,166 | 0.0% | 0.05% | -7.8% |
| Q4 2021 | $512,000 | +8.7% | 1,166 | 0.0% | 0.05% | -3.8% |
| Q3 2021 | $471,000 | -0.8% | 1,166 | -0.9% | 0.05% | +1.9% |
| Q2 2021 | $475,000 | +12.0% | 1,176 | 0.0% | 0.05% | +8.3% |
| Q1 2021 | $424,000 | +3.2% | 1,176 | 0.0% | 0.05% | -7.7% |
| Q4 2020 | $411,000 | +13.2% | 1,176 | 0.0% | 0.05% | +2.0% |
| Q3 2020 | $363,000 | +10.7% | 1,176 | 0.0% | 0.05% | +8.5% |
| Q2 2020 | $328,000 | +20.1% | 1,176 | -11.3% | 0.05% | +17.5% |
| Q1 2019 | $273,000 | – | 1,326 | – | 0.04% | – |
Download | ||||||
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% |