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 | $219,754 | -2.7% | 575 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $225,900 | +15.8% | 575 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $195,109 | +21.2% | 575 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $161,000 | -28.1% | 575 | -29.4% | 0.01% | -33.3% |
| Q3 2022 | $224,000 | -31.3% | 814 | -26.4% | 0.02% | -6.2% |
| Q2 2022 | $326,000 | -24.0% | 1,106 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $429,000 | -11.5% | 1,106 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $485,000 | +7.5% | 1,106 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $451,000 | -5.6% | 1,106 | -5.6% | 0.02% | -10.5% |
| Q2 2021 | $478,000 | -4.2% | 1,171 | -10.2% | 0.02% | +35.7% |
| Q1 2021 | $499,000 | +7.1% | 1,304 | 0.0% | 0.01% | -26.3% |
| Q4 2020 | $466,000 | -37.0% | 1,304 | -46.8% | 0.02% | -50.0% |
| Q3 2020 | $740,000 | -29.7% | 2,450 | -36.9% | 0.04% | -35.6% |
| Q2 2020 | $1,053,000 | +29.8% | 3,881 | -0.7% | 0.06% | +9.3% |
| Q1 2020 | $811,000 | -14.1% | 3,910 | +0.9% | 0.05% | +8.0% |
| Q4 2019 | $944,000 | +13.6% | 3,874 | +0.3% | 0.05% | 0.0% |
| Q3 2019 | $831,000 | -9.5% | 3,861 | -9.4% | 0.05% | -12.3% |
| Q2 2019 | $918,000 | +4.3% | 4,260 | -0.2% | 0.06% | -1.7% |
| Q1 2019 | $880,000 | +16.9% | 4,270 | -3.3% | 0.06% | +3.6% |
| Q4 2018 | $753,000 | -19.5% | 4,417 | -1.2% | 0.06% | -9.7% |
| Q3 2018 | $935,000 | -0.7% | 4,470 | -8.5% | 0.06% | -15.1% |
| Q2 2018 | $942,000 | +4.4% | 4,885 | -2.9% | 0.07% | -7.6% |
| Q1 2018 | $902,000 | +3.0% | 5,032 | -3.1% | 0.08% | +1.3% |
| Q4 2017 | $876,000 | -3.6% | 5,193 | -11.3% | 0.08% | -13.3% |
| Q3 2017 | $909,000 | +5.5% | 5,854 | -1.8% | 0.09% | +2.3% |
| Q2 2017 | $862,000 | +4.4% | 5,961 | -0.2% | 0.09% | +2.3% |
| Q1 2017 | $826,000 | +9.1% | 5,971 | -2.4% | 0.09% | -14.0% |
| Q4 2016 | $757,000 | +0.7% | 6,118 | +0.5% | 0.10% | -1.0% |
| Q3 2016 | $752,000 | +246.5% | 6,089 | +208.5% | 0.10% | +225.8% |
| Q2 2016 | $217,000 | -1.4% | 1,974 | 0.0% | 0.03% | -8.8% |
| Q1 2016 | $220,000 | – | 1,974 | – | 0.03% | – |
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% |