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 ↓ |
|---|---|---|---|
| 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% |