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 | $1,150,776 | -2.6% | 3,008 | 0.0% | 0.14% | +12.6% |
| Q2 2023 | $1,181,753 | +15.8% | 3,008 | 0.0% | 0.13% | +7.6% |
| Q1 2023 | $1,020,675 | +21.2% | 3,008 | 0.0% | 0.12% | +34.1% |
| Q4 2022 | $842,240 | +1.4% | 3,008 | 0.0% | 0.09% | -8.3% |
| Q3 2022 | $831,000 | -6.2% | 3,008 | 0.0% | 0.10% | +3.2% |
| Q2 2022 | $886,000 | -24.2% | 3,008 | 0.0% | 0.09% | -18.4% |
| Q1 2022 | $1,169,000 | -11.5% | 3,008 | 0.0% | 0.11% | -8.1% |
| Q4 2021 | $1,321,000 | +8.8% | 3,008 | 0.0% | 0.12% | -3.9% |
| Q3 2021 | $1,214,000 | -0.1% | 3,008 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $1,215,000 | +12.0% | 3,008 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $1,085,000 | – | 3,008 | – | 0.13% | – |
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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% |