ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 266 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $90,538 | +9.4% | 960 | 0.0% | 0.02% | -4.0% |
| Q1 2024 | $82,733 | +15.4% | 960 | +500.0% | 0.02% | 0.0% |
| Q4 2023 | $71,709 | +17.3% | 160 | 0.0% | 0.02% | -3.8% |
| Q3 2023 | $61,149 | -2.7% | 160 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $62,859 | +15.8% | 160 | 0.0% | 0.02% | +4.2% |
| Q1 2023 | $54,291 | +120546.7% | 160 | 0.0% | 0.02% | +20.0% |
| Q4 2022 | $45 | -99.9% | 160 | 0.0% | 0.02% | -9.1% |
| Q3 2022 | $44,000 | -6.4% | 160 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $47,000 | -24.2% | 160 | 0.0% | 0.02% | -16.0% |
| Q1 2022 | $62,000 | -11.4% | 160 | 0.0% | 0.02% | -13.8% |
| Q4 2021 | $70,000 | +7.7% | 160 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $65,000 | 0.0% | 160 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $65,000 | +12.1% | 160 | 0.0% | 0.03% | +3.6% |
| Q1 2021 | $58,000 | +3.6% | 160 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $56,000 | +14.3% | 160 | 0.0% | 0.03% | +3.6% |
| Q3 2020 | $49,000 | +8.9% | 160 | 0.0% | 0.03% | -3.4% |
| Q2 2020 | $45,000 | +32.4% | 160 | 0.0% | 0.03% | +7.4% |
| Q1 2020 | $34,000 | -12.8% | 160 | 0.0% | 0.03% | +8.0% |
| Q4 2019 | $39,000 | +11.4% | 160 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $35,000 | 0.0% | 160 | 0.0% | 0.02% | -7.4% |
| Q2 2019 | $35,000 | +6.1% | 160 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $33,000 | +22.2% | 160 | 0.0% | 0.03% | +8.0% |
| Q4 2018 | $27,000 | -20.6% | 160 | 0.0% | 0.02% | -7.4% |
| Q3 2018 | $34,000 | +9.7% | 160 | 0.0% | 0.03% | +3.8% |
| Q2 2018 | $31,000 | +6.9% | 160 | 0.0% | 0.03% | +4.0% |
| Q1 2018 | $29,000 | +7.4% | 160 | 0.0% | 0.02% | +8.7% |
| Q4 2017 | $27,000 | – | 160 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |