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 ↓ |
|---|---|---|---|
| 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% |