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 | $541,931 | -15.1% | 1,418 | -12.7% | 0.14% | -12.3% |
Q2 2023 | $638,430 | +11.0% | 1,625 | -4.1% | 0.16% | +6.9% |
Q1 2023 | $575,161 | -26.1% | 1,695 | -39.0% | 0.14% | -27.5% |
Q4 2022 | $777,850 | -76.1% | 2,778 | -76.4% | 0.20% | -78.0% |
Q3 2022 | $3,258,000 | -0.2% | 11,787 | +6.2% | 0.91% | +0.2% |
Q2 2022 | $3,266,000 | -54.9% | 11,094 | -40.4% | 0.91% | -43.7% |
Q1 2022 | $7,237,000 | -5.6% | 18,621 | +6.6% | 1.61% | -0.9% |
Q4 2021 | $7,669,000 | +13.3% | 17,469 | +4.2% | 1.62% | +1.8% |
Q3 2021 | $6,768,000 | +7.3% | 16,768 | +9.9% | 1.60% | +9.8% |
Q2 2021 | $6,309,000 | -6.1% | 15,253 | -18.0% | 1.45% | -12.9% |
Q1 2021 | $6,716,000 | +4.6% | 18,611 | +1.4% | 1.67% | -6.8% |
Q4 2020 | $6,421,000 | – | 18,356 | – | 1.79% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |