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 | $423,277 | -2.7% | 1,108 | 0.0% | 0.05% | -7.0% |
| Q2 2023 | $435,116 | +15.8% | 1,108 | +0.1% | 0.06% | +9.6% |
| Q1 2023 | $375,742 | +41.4% | 1,107 | +16.6% | 0.05% | -7.1% |
| Q4 2022 | $265,705 | -2.0% | 949 | -3.4% | 0.06% | -8.2% |
| Q3 2022 | $271,000 | +4.2% | 982 | +11.3% | 0.06% | +13.0% |
| Q2 2022 | $260,000 | -24.2% | 882 | 0.0% | 0.05% | -16.9% |
| Q1 2022 | $343,000 | -11.4% | 882 | 0.0% | 0.06% | -11.0% |
| Q4 2021 | $387,000 | +8.7% | 882 | +0.1% | 0.07% | -1.4% |
| Q3 2021 | $356,000 | – | 881 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |