ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,261 | -2.7% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,465 | +15.8% | 19 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $6,447 | +21.2% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,320 | -99.9% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,252,000 | -6.1% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,593,000 | -24.3% | 19 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $7,384,000 | -11.5% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,341,000 | +8.8% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,669,000 | -0.1% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,676,000 | +12.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,856,000 | +3.1% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,647,000 | +13.2% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,872,000 | +10.7% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,304,000 | +132500.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | +25.0% | 19 | 0.0% | 0.00% | +50.0% |
| Q3 2019 | $4,000 | 0.0% | 19 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $4,000 | – | 19 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |