ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 273 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,468,242 | -3.2% | 24,758 | -0.6% | 0.01% | -22.2% |
Q2 2023 | $9,783,466 | +14.2% | 24,908 | -1.4% | 0.02% | +12.5% |
Q1 2023 | $8,566,589 | +16.8% | 25,272 | -3.4% | 0.02% | +6.7% |
Q4 2022 | $7,332,464 | +8.8% | 26,173 | +7.4% | 0.02% | 0.0% |
Q3 2022 | $6,741,000 | -5.3% | 24,376 | +0.9% | 0.02% | -6.2% |
Q2 2022 | $7,118,000 | -8.8% | 24,163 | +11.8% | 0.02% | +6.7% |
Q1 2022 | $7,808,000 | +3.9% | 21,614 | +26.4% | 0.02% | +7.1% |
Q4 2021 | $7,516,000 | +10.3% | 17,101 | +1.5% | 0.01% | 0.0% |
Q3 2021 | $6,812,000 | -0.0% | 16,847 | -0.1% | 0.01% | -6.7% |
Q2 2021 | $6,815,000 | +30.0% | 16,864 | +16.2% | 0.02% | +15.4% |
Q1 2021 | $5,242,000 | +18.7% | 14,515 | +15.0% | 0.01% | +8.3% |
Q4 2020 | $4,415,000 | -7.6% | 12,624 | -18.4% | 0.01% | -14.3% |
Q3 2020 | $4,780,000 | -25.6% | 15,469 | -32.8% | 0.01% | -36.4% |
Q2 2020 | $6,421,000 | +82.3% | 23,004 | +38.3% | 0.02% | +57.1% |
Q1 2020 | $3,523,000 | – | 16,630 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |