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 | $242,302 | -19.4% | 634 | -17.1% | 0.08% | -17.8% |
| Q2 2023 | $300,546 | +24.9% | 765 | +7.9% | 0.10% | +6.3% |
| Q1 2023 | $240,578 | -11.1% | 709 | +1.9% | 0.10% | -15.9% |
| Q1 2022 | $270,486 | -14.5% | 696 | -3.5% | 0.11% | -13.1% |
| Q4 2021 | $316,533 | -14.5% | 721 | -21.4% | 0.13% | -23.5% |
| Q3 2021 | $370,147 | -4.8% | 917 | -4.7% | 0.17% | -7.1% |
| Q2 2021 | $388,629 | +10.5% | 962 | -1.3% | 0.18% | -8.5% |
| Q1 2021 | $351,829 | -5.1% | 975 | -8.0% | 0.20% | -20.0% |
| Q4 2020 | $370,820 | – | 1,060 | – | 0.25% | – |
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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% |