ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 261 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |