ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,811,447 | -10.2% | 51,838 | -7.7% | 0.01% | 0.0% |
| Q2 2023 | $22,069,472 | +17.7% | 56,175 | +1.6% | 0.01% | 0.0% |
| Q1 2023 | $18,753,198 | +9.9% | 55,267 | -9.3% | 0.01% | +16.7% |
| Q4 2022 | $17,064,320 | -10.3% | 60,944 | -11.4% | 0.01% | -25.0% |
| Q3 2022 | $19,022,000 | -13.8% | 68,819 | -8.2% | 0.01% | -11.1% |
| Q2 2022 | $22,064,000 | -39.1% | 74,947 | -19.6% | 0.01% | -25.0% |
| Q1 2022 | $36,215,000 | -6.7% | 93,186 | +5.4% | 0.01% | +9.1% |
| Q4 2021 | $38,828,000 | +18.6% | 88,442 | +9.0% | 0.01% | +10.0% |
| Q3 2021 | $32,739,000 | -12.6% | 81,108 | -12.5% | 0.01% | -16.7% |
| Q2 2021 | $37,463,000 | +7.8% | 92,736 | -3.7% | 0.01% | 0.0% |
| Q1 2021 | $34,760,000 | +1.7% | 96,327 | -1.4% | 0.01% | 0.0% |
| Q4 2020 | $34,164,000 | +3.1% | 97,659 | -8.9% | 0.01% | 0.0% |
| Q3 2020 | $33,124,000 | +6.4% | 107,177 | -3.9% | 0.01% | -7.7% |
| Q2 2020 | $31,146,000 | +13.4% | 111,577 | -14.0% | 0.01% | 0.0% |
| Q1 2020 | $27,467,000 | -17.3% | 129,703 | -5.5% | 0.01% | +8.3% |
| Q4 2019 | $33,220,000 | +10.2% | 137,187 | -1.2% | 0.01% | 0.0% |
| Q3 2019 | $30,132,000 | -3.2% | 138,845 | -3.8% | 0.01% | 0.0% |
| Q2 2019 | $31,128,000 | +9.9% | 144,347 | +5.1% | 0.01% | 0.0% |
| Q1 2019 | $28,330,000 | +26.5% | 137,385 | +5.3% | 0.01% | +20.0% |
| Q4 2018 | $22,400,000 | -25.9% | 130,452 | -9.6% | 0.01% | -16.7% |
| Q3 2018 | $30,224,000 | +2.8% | 144,350 | -5.3% | 0.01% | -7.7% |
| Q2 2018 | $29,407,000 | +18.7% | 152,457 | +10.4% | 0.01% | +18.2% |
| Q1 2018 | $24,784,000 | -2.2% | 138,124 | -8.0% | 0.01% | +10.0% |
| Q4 2017 | $25,334,000 | +10.1% | 150,092 | +1.3% | 0.01% | -9.1% |
| Q3 2017 | $23,004,000 | +4.0% | 148,147 | -3.2% | 0.01% | 0.0% |
| Q2 2017 | $22,127,000 | +2.3% | 152,983 | -2.1% | 0.01% | -8.3% |
| Q1 2017 | $21,639,000 | +33.7% | 156,281 | +19.6% | 0.01% | +33.3% |
| Q4 2016 | $16,184,000 | +24.0% | 130,718 | +23.8% | 0.01% | +12.5% |
| Q3 2016 | $13,056,000 | +18.5% | 105,625 | +5.4% | 0.01% | +14.3% |
| Q2 2016 | $11,017,000 | +1.6% | 100,177 | +2.3% | 0.01% | 0.0% |
| Q1 2016 | $10,839,000 | -1.2% | 97,946 | -1.2% | 0.01% | 0.0% |
| Q4 2015 | $10,970,000 | +46.2% | 99,106 | +32.5% | 0.01% | +40.0% |
| Q3 2015 | $7,503,000 | -8.0% | 74,802 | -5.0% | 0.01% | 0.0% |
| Q2 2015 | $8,157,000 | +13.8% | 78,735 | +13.3% | 0.01% | 0.0% |
| Q1 2015 | $7,169,000 | -9.9% | 69,511 | -10.9% | 0.01% | -16.7% |
| Q4 2014 | $7,953,000 | – | 78,033 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |