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 2022 | $297,000 | -6.0% | 1,074 | +0.1% | 0.33% | -30.0% |
| Q2 2022 | $316,000 | -32.6% | 1,073 | -11.1% | 0.48% | +52.6% |
| Q1 2022 | $469,000 | -3.9% | 1,207 | +8.4% | 0.31% | +7.2% |
| Q4 2021 | $488,000 | +10.4% | 1,113 | +1.6% | 0.29% | +14.1% |
| Q3 2021 | $442,000 | 0.0% | 1,096 | +0.1% | 0.26% | +2.8% |
| Q2 2021 | $442,000 | +2.8% | 1,095 | -8.1% | 0.25% | 0.0% |
| Q1 2021 | $430,000 | +16.8% | 1,191 | +0.1% | 0.25% | +18.1% |
| Q3 2020 | $368,000 | +8.9% | 1,190 | -1.7% | 0.21% | -25.8% |
| Q2 2020 | $338,000 | +32.0% | 1,211 | +0.3% | 0.28% | +7.6% |
| Q1 2020 | $256,000 | -12.3% | 1,207 | 0.0% | 0.26% | +30.2% |
| Q4 2019 | $292,000 | +11.9% | 1,207 | +0.2% | 0.20% | +0.5% |
| Q3 2019 | $261,000 | +0.4% | 1,204 | 0.0% | 0.20% | +32.2% |
| Q2 2019 | $260,000 | +4.8% | 1,204 | +0.2% | 0.15% | -5.0% |
| Q1 2019 | $248,000 | +20.4% | 1,202 | +0.2% | 0.16% | -8.0% |
| Q4 2018 | $206,000 | -23.1% | 1,200 | -6.3% | 0.17% | -33.6% |
| Q3 2018 | $268,000 | +8.5% | 1,281 | +0.2% | 0.26% | -7.1% |
| Q2 2018 | $247,000 | +6.9% | 1,279 | 0.0% | 0.28% | -0.4% |
| Q1 2018 | $231,000 | +6.9% | 1,279 | +0.1% | 0.28% | +3.7% |
| Q4 2017 | $216,000 | -45.5% | 1,278 | -49.8% | 0.27% | -20.4% |
| Q3 2017 | $396,000 | – | 2,548 | – | 0.34% | – |
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% |