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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $613,270 | +12.2% | 1,561 | -3.1% | 0.02% | -4.2% |
| Q1 2023 | $546,645 | +19.9% | 1,611 | -1.0% | 0.02% | +9.1% |
| Q4 2022 | $455,840 | -91.6% | 1,628 | -91.7% | 0.02% | -92.7% |
| Q3 2022 | $5,416,000 | -50.6% | 19,592 | -47.4% | 0.30% | -51.8% |
| Q2 2022 | $10,972,000 | -16.6% | 37,271 | +10.1% | 0.63% | -15.8% |
| Q1 2022 | $13,157,000 | +2085.5% | 33,854 | +2369.3% | 0.74% | +2091.2% |
| Q4 2021 | $602,000 | +5.1% | 1,371 | -3.4% | 0.03% | -12.8% |
| Q3 2021 | $573,000 | -0.9% | 1,419 | -0.9% | 0.04% | -4.9% |
| Q2 2021 | $578,000 | +11.6% | 1,432 | -0.3% | 0.04% | -10.9% |
| Q1 2021 | $518,000 | +3.2% | 1,436 | 0.0% | 0.05% | -17.9% |
| Q4 2020 | $502,000 | +13.1% | 1,436 | 0.0% | 0.06% | -6.7% |
| Q3 2020 | $444,000 | +8.3% | 1,436 | -2.3% | 0.06% | -4.8% |
| Q2 2020 | $410,000 | – | 1,470 | – | 0.06% | – |
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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% |