ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 273 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |