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 2022 | $376,000 | -6.2% | 1,361 | 0.0% | 0.07% | +9.7% |
| Q2 2022 | $401,000 | -29.4% | 1,361 | -6.8% | 0.06% | -12.7% |
| Q1 2022 | $568,000 | -11.4% | 1,461 | 0.0% | 0.07% | -9.0% |
| Q4 2021 | $641,000 | +8.6% | 1,461 | 0.0% | 0.08% | +25.8% |
| Q3 2021 | $590,000 | -9.2% | 1,461 | -9.2% | 0.06% | -15.1% |
| Q2 2021 | $650,000 | +2307.4% | 1,609 | +1509.0% | 0.07% | +1116.7% |
| Q2 2020 | $27,000 | +28.6% | 100 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $21,000 | -12.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $24,000 | -25.0% | 100 | -35.5% | 0.01% | -28.6% |
| Q1 2019 | $32,000 | +88.2% | 155 | +55.0% | 0.01% | +40.0% |
| Q4 2018 | $17,000 | – | 100 | – | 0.01% | – |
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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% |