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 | $562,172 | +15.6% | 1,471 | +18.8% | 0.31% | +11.8% |
Q2 2023 | $486,357 | +12.9% | 1,238 | -2.5% | 0.28% | +6.9% |
Q1 2023 | $430,877 | +20.6% | 1,270 | -0.5% | 0.26% | +12.4% |
Q4 2022 | $357,153 | +1.5% | 1,276 | 0.0% | 0.23% | -8.3% |
Q3 2022 | $352,000 | -6.6% | 1,276 | -0.4% | 0.25% | -1.2% |
Q2 2022 | $377,000 | -29.0% | 1,281 | -6.4% | 0.26% | -14.3% |
Q1 2022 | $531,000 | -12.7% | 1,368 | -1.3% | 0.30% | +1.4% |
Q4 2021 | $608,000 | – | 1,386 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |