ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,594,160 | +110525.2% | 6,603 | -4.5% | 0.01% | 0.0% |
| Q1 2023 | $2,345 | -17.7% | 6,913 | -32.0% | 0.01% | -28.6% |
| Q4 2022 | $2,848 | -99.9% | 10,171 | +30.5% | 0.01% | +27.3% |
| Q3 2022 | $2,154,000 | -4.9% | 7,793 | +1.2% | 0.01% | -8.3% |
| Q2 2022 | $2,266,000 | -18.7% | 7,698 | +7.3% | 0.01% | -7.7% |
| Q1 2022 | $2,787,000 | -12.1% | 7,173 | -0.7% | 0.01% | -13.3% |
| Q4 2021 | $3,171,000 | +4.7% | 7,223 | -3.7% | 0.02% | -6.2% |
| Q3 2021 | $3,028,000 | +0.2% | 7,502 | +0.3% | 0.02% | -5.9% |
| Q2 2021 | $3,022,000 | +13.8% | 7,480 | +1.7% | 0.02% | -5.6% |
| Q1 2021 | $2,655,000 | +7.7% | 7,358 | +4.4% | 0.02% | -5.3% |
| Q4 2020 | $2,466,000 | +22.7% | 7,049 | +8.4% | 0.02% | 0.0% |
| Q3 2020 | $2,010,000 | +371.8% | 6,505 | +326.0% | 0.02% | +375.0% |
| Q2 2020 | $426,000 | – | 1,527 | – | 0.00% | – |
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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% |