ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $205,000 | -69.5% | 460 | -74.0% | 0.07% | -74.2% |
| Q1 2021 | $672,000 | +5.5% | 1,769 | 0.0% | 0.27% | +2.3% |
| Q4 2020 | $637,000 | +4.6% | 1,769 | -11.9% | 0.26% | -25.8% |
| Q2 2020 | $609,000 | +14.7% | 2,009 | -5.6% | 0.36% | -22.1% |
| Q1 2020 | $531,000 | +100.4% | 2,128 | +112.8% | 0.46% | +91.6% |
| Q4 2019 | $265,000 | +15.7% | 1,000 | 0.0% | 0.24% | +0.4% |
| Q3 2019 | $229,000 | – | 1,000 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |