ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 261 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 2023 | $381,084 | +15.8% | 970 | 0.0% | 0.31% | +17.2% |
| Q1 2023 | $329,140 | +120907.4% | 970 | 0.0% | 0.26% | +29.1% |
| Q4 2022 | $272 | -99.9% | 970 | -10.2% | 0.20% | -12.1% |
| Q3 2022 | $298,000 | -6.3% | 1,080 | 0.0% | 0.23% | +6.5% |
| Q2 2022 | $318,000 | -24.3% | 1,080 | 0.0% | 0.22% | -14.6% |
| Q1 2022 | $420,000 | -11.4% | 1,080 | 0.0% | 0.25% | -11.5% |
| Q4 2021 | $474,000 | +8.7% | 1,080 | 0.0% | 0.29% | -2.0% |
| Q3 2021 | $436,000 | 0.0% | 1,080 | 0.0% | 0.29% | -1.7% |
| Q2 2021 | $436,000 | +11.8% | 1,080 | 0.0% | 0.30% | 0.0% |
| Q1 2021 | $390,000 | +3.4% | 1,080 | 0.0% | 0.30% | -8.0% |
| Q4 2020 | $377,000 | +12.9% | 1,080 | 0.0% | 0.32% | +1.9% |
| Q3 2020 | $334,000 | +10.6% | 1,080 | 0.0% | 0.32% | -2.5% |
| Q2 2020 | $302,000 | +32.5% | 1,080 | 0.0% | 0.33% | +13.6% |
| Q1 2020 | $228,000 | -13.0% | 1,080 | 0.0% | 0.29% | +10.8% |
| Q4 2019 | $262,000 | -6.4% | 1,080 | -16.3% | 0.26% | -3.4% |
| Q3 2019 | $280,000 | -2.8% | 1,290 | 0.0% | 0.27% | -0.7% |
| Q2 2019 | $288,000 | +18.5% | 1,290 | +9.3% | 0.27% | +16.4% |
| Q1 2019 | $243,000 | +8.5% | 1,180 | 0.0% | 0.23% | +5.9% |
| Q4 2018 | $224,000 | – | 1,180 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |