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 | $2,226,199 | -2.6% | 5,825 | +0.1% | 2.06% | +0.9% |
| Q2 2023 | $2,286,503 | +32.8% | 5,820 | +14.7% | 2.04% | +25.4% |
| Q1 2023 | $1,722,049 | +32.1% | 5,075 | +9.0% | 1.63% | +27.0% |
| Q4 2022 | $1,303,400 | -18.3% | 4,655 | -19.3% | 1.28% | -24.1% |
| Q3 2022 | $1,595,000 | -6.0% | 5,770 | +0.2% | 1.69% | +0.6% |
| Q2 2022 | $1,696,000 | -26.8% | 5,760 | -3.4% | 1.68% | -15.0% |
| Q1 2022 | $2,316,000 | -9.6% | 5,960 | +2.1% | 1.97% | -7.2% |
| Q4 2021 | $2,562,000 | +5.7% | 5,835 | -2.8% | 2.12% | -1.7% |
| Q3 2021 | $2,424,000 | -24.9% | 6,005 | -24.8% | 2.16% | -19.3% |
| Q2 2021 | $3,226,000 | -43.9% | 7,985 | -49.9% | 2.68% | -38.4% |
| Q1 2021 | $5,747,000 | – | 15,925 | – | 4.34% | – |
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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% |