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 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 ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |