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 | $865,059 | +30.1% | 2,263 | +0.2% | 0.00% | -62.5% |
| Q2 2022 | $665,000 | -24.2% | 2,258 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $877,000 | -11.5% | 2,258 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $991,000 | +8.8% | 2,258 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $911,000 | +13.9% | 2,258 | +14.0% | 0.01% | +9.1% |
| Q2 2021 | $800,000 | +12.0% | 1,980 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $714,000 | +3.0% | 1,980 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $693,000 | +13.2% | 1,980 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $612,000 | +10.7% | 1,980 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $553,000 | +32.0% | 1,980 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $419,000 | -12.5% | 1,980 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $479,000 | +11.4% | 1,980 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $430,000 | – | 1,980 | – | 0.01% | – |
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% |