ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,675 | -7.3% | 860 | -4.7% | 0.00% | 0.0% |
| Q2 2023 | $354,369 | -26.1% | 902 | -36.2% | 0.00% | -25.0% |
| Q1 2023 | $479,459 | +7.9% | 1,413 | -11.0% | 0.00% | 0.0% |
| Q4 2022 | $444,360 | -45.9% | 1,587 | -46.6% | 0.00% | -75.0% |
| Q3 2022 | $822,000 | -42.4% | 2,974 | -38.6% | 0.02% | -30.4% |
| Q2 2022 | $1,427,000 | -11.0% | 4,847 | +17.5% | 0.02% | 0.0% |
| Q1 2022 | $1,603,000 | +362.0% | 4,125 | +422.2% | 0.02% | +360.0% |
| Q4 2021 | $347,000 | -35.3% | 790 | -40.6% | 0.01% | -44.4% |
| Q3 2021 | $536,000 | +38.9% | 1,329 | +39.2% | 0.01% | +50.0% |
| Q2 2021 | $386,000 | +17.7% | 955 | +4.9% | 0.01% | 0.0% |
| Q1 2021 | $328,000 | +0.6% | 910 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $326,000 | – | 931 | – | 0.01% | – |
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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% |