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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,304,827 | -4.4% | 8,647 | -1.7% | 0.64% | +2.1% |
| Q2 2023 | $3,455,411 | +14.7% | 8,795 | -1.0% | 0.62% | +6.3% |
| Q1 2023 | $3,013,264 | +17.5% | 8,882 | -3.0% | 0.59% | +2.6% |
| Q4 2022 | $2,563,482 | +0.3% | 9,155 | -1.4% | 0.57% | -12.9% |
| Q3 2022 | $2,557,000 | -8.0% | 9,288 | -1.5% | 0.66% | +1.2% |
| Q2 2022 | $2,778,000 | -24.7% | 9,429 | -0.6% | 0.65% | -5.8% |
| Q1 2022 | $3,688,000 | -12.1% | 9,490 | -0.7% | 0.69% | -11.9% |
| Q4 2021 | $4,195,000 | +7.4% | 9,555 | -1.3% | 0.78% | -0.1% |
| Q3 2021 | $3,906,000 | +0.6% | 9,677 | +0.7% | 0.78% | +1.6% |
| Q2 2021 | $3,881,000 | +28.6% | 9,607 | +14.9% | 0.77% | +22.2% |
| Q1 2021 | $3,017,000 | +2.3% | 8,361 | -0.8% | 0.63% | +9.4% |
| Q4 2020 | $2,949,000 | +12.5% | 8,431 | -0.7% | 0.58% | -20.9% |
| Q3 2020 | $2,621,000 | +9.0% | 8,487 | -1.4% | 0.73% | -14.2% |
| Q2 2020 | $2,404,000 | +27.7% | 8,611 | -3.1% | 0.85% | -21.4% |
| Q1 2020 | $1,882,000 | -14.7% | 8,887 | -2.4% | 1.08% | +6.8% |
| Q4 2019 | $2,206,000 | +8.9% | 9,109 | -2.6% | 1.01% | -2.3% |
| Q3 2019 | $2,025,000 | -0.8% | 9,350 | -1.2% | 1.04% | -23.0% |
| Q2 2019 | $2,041,000 | – | 9,466 | – | 1.35% | – |
Download | ||||||
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% |