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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,749 | +15.8% | 55 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $18,775 | +21.3% | 55 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $15,476 | +3.2% | 55 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -11.8% | 55 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $17,000 | -19.0% | 55 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $21,000 | -12.5% | 55 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $24,000 | +9.1% | 55 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $22,000 | +10.0% | 55 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $20,000 | +5.3% | 55 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $19,000 | +11.8% | 55 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $17,000 | +13.3% | 55 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $15,000 | +25.0% | 55 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $12,000 | 0.0% | 55 | 0.0% | 0.02% | +23.1% |
| Q3 2019 | $12,000 | 0.0% | 55 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $12,000 | +9.1% | 55 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $11,000 | +10.0% | 55 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -9.1% | 55 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $11,000 | 0.0% | 55 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $11,000 | +10.0% | 55 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $10,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 55 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $9,000 | +12.5% | 55 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $8,000 | +14.3% | 55 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $7,000 | – | 55 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |