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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,725 | -7.3% | 588 | -4.7% | 0.05% | 0.0% |
| Q2 2023 | $242,404 | +18.1% | 617 | +2.0% | 0.05% | +9.5% |
| Q1 2023 | $205,291 | +201.9% | 605 | +161.9% | 0.04% | +200.0% |
| Q2 2022 | $68,000 | -45.2% | 231 | -27.6% | 0.01% | -36.4% |
| Q1 2022 | $124,000 | +1140.0% | 319 | +1287.0% | 0.02% | +1000.0% |
| Q4 2021 | $10,000 | +11.1% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | – | 23 | – | 0.00% | – |
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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% |