ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $736,631 | +15.8% | 1,875 | 0.0% | 0.06% | +9.8% |
| Q1 2023 | $636,225 | +121085.7% | 1,875 | 0.0% | 0.05% | +13.3% |
| Q4 2022 | $525 | -99.9% | 1,875 | 0.0% | 0.04% | -8.2% |
| Q3 2022 | $518,000 | -6.2% | 1,875 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $552,000 | -24.3% | 1,875 | 0.0% | 0.05% | -15.3% |
| Q1 2022 | $729,000 | -11.4% | 1,875 | 0.0% | 0.06% | -10.6% |
| Q4 2021 | $823,000 | +8.7% | 1,875 | 0.0% | 0.07% | -1.5% |
| Q3 2021 | $757,000 | 0.0% | 1,875 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $757,000 | +11.8% | 1,875 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $677,000 | +3.2% | 1,875 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $656,000 | – | 1,875 | – | 0.07% | – |
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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% |