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 | $4,594,599 | -2.2% | 12,022 | +0.5% | 1.90% | +1.0% |
| Q2 2023 | $4,697,736 | +16.2% | 11,957 | +0.4% | 1.88% | +16.6% |
| Q1 2023 | $4,041,089 | +21.7% | 11,909 | +0.4% | 1.61% | +16.1% |
| Q4 2022 | $3,319,790 | -3.9% | 11,856 | +1.0% | 1.39% | -5.9% |
| Q3 2022 | $3,455,000 | 0.0% | 11,735 | 0.0% | 1.47% | 0.0% |
| Q2 2022 | $3,455,000 | -26.3% | 11,735 | -2.7% | 1.47% | -15.9% |
| Q1 2022 | $4,685,000 | -9.6% | 12,056 | +2.1% | 1.75% | -9.5% |
| Q4 2021 | $5,185,000 | -1.0% | 11,811 | -8.9% | 1.94% | -1.0% |
| Q3 2021 | $5,235,000 | -8.5% | 12,970 | -8.4% | 1.96% | -6.1% |
| Q2 2021 | $5,720,000 | +11.2% | 14,158 | -0.7% | 2.08% | -0.8% |
| Q1 2021 | $5,146,000 | +3.4% | 14,261 | +0.3% | 2.10% | -3.7% |
| Q4 2020 | $4,976,000 | +21.8% | 14,223 | +7.6% | 2.18% | +3.9% |
| Q3 2020 | $4,086,000 | +14.3% | 13,222 | +3.3% | 2.10% | +3.5% |
| Q2 2020 | $3,574,000 | +58.4% | 12,803 | +20.2% | 2.02% | +29.2% |
| Q1 2020 | $2,256,000 | +74.3% | 10,655 | +99.4% | 1.57% | +87.0% |
| Q4 2019 | $1,294,000 | +13.3% | 5,344 | +1.5% | 0.84% | +1.9% |
| Q3 2019 | $1,142,000 | +26.0% | 5,264 | -0.2% | 0.82% | -0.6% |
| Q2 2019 | $906,000 | -24.4% | 5,274 | -6.5% | 0.83% | +8.5% |
| Q1 2019 | $1,198,000 | +32.2% | 5,639 | +6.9% | 0.76% | +10.6% |
| Q4 2018 | $906,000 | – | 5,274 | – | 0.69% | – |
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% |