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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $698,000 | -31.2% | 2,374 | -9.1% | 0.03% | -24.4% |
| Q1 2022 | $1,015,000 | +15.5% | 2,613 | +30.5% | 0.04% | -8.9% |
| Q4 2021 | $879,000 | +32.7% | 2,003 | +22.1% | 0.04% | +36.4% |
| Q2 2021 | $662,527 | -33.1% | 1,640 | -40.3% | 0.03% | -42.1% |
| Q1 2021 | $990,894 | +28.8% | 2,746 | +24.8% | 0.06% | +11.8% |
| Q4 2020 | $769,626 | +67.0% | 2,200 | +47.6% | 0.05% | +37.8% |
| Q3 2020 | $460,808 | -4.0% | 1,491 | -13.3% | 0.04% | -9.8% |
| Q2 2020 | $479,842 | +57.2% | 1,719 | +19.3% | 0.04% | +24.2% |
| Q1 2020 | $305,161 | +23.6% | 1,441 | +41.3% | 0.03% | +57.1% |
| Q4 2019 | $246,993 | +17.3% | 1,020 | +5.2% | 0.02% | +5.0% |
| Q3 2019 | $210,509 | – | 970 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |