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 | $821,687 | +26.8% | 2,150 | +30.3% | 0.00% | +50.0% |
| Q2 2023 | $648,236 | +9.2% | 1,650 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $593,810 | -98.5% | 1,750 | -98.9% | 0.00% | -97.5% |
| Q4 2022 | $39,667,773 | +8599.1% | 163,731 | +9823.1% | 0.08% | +3900.0% |
| Q3 2022 | $456,000 | -20.6% | 1,650 | -15.4% | 0.00% | -33.3% |
| Q2 2022 | $574,000 | -24.3% | 1,950 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $758,000 | -11.4% | 1,950 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $856,000 | +8.8% | 1,950 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $787,000 | -0.1% | 1,950 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $788,000 | -20.6% | 1,950 | -29.1% | 0.00% | -25.0% |
| Q1 2021 | $993,000 | -21.9% | 2,751 | -24.3% | 0.00% | -33.3% |
| Q4 2020 | $1,271,000 | +13.2% | 3,633 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,123,000 | +7.0% | 3,633 | -3.4% | 0.01% | 0.0% |
| Q2 2020 | $1,050,000 | +33.4% | 3,762 | +1.2% | 0.01% | +20.0% |
| Q1 2020 | $787,000 | +0.4% | 3,717 | +2.9% | 0.01% | +25.0% |
| Q3 2019 | $784,000 | +0.5% | 3,614 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $780,000 | -4.1% | 3,614 | -8.4% | 0.00% | 0.0% |
| Q1 2019 | $813,000 | +29.0% | 3,944 | +7.5% | 0.00% | 0.0% |
| Q4 2018 | $630,000 | -18.0% | 3,669 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $768,000 | +44.6% | 3,669 | +33.2% | 0.00% | +33.3% |
| Q2 2018 | $531,000 | -5.0% | 2,754 | -11.6% | 0.00% | 0.0% |
| Q1 2018 | $559,000 | +16.9% | 3,114 | +9.9% | 0.00% | 0.0% |
| Q4 2017 | $478,000 | +8.6% | 2,833 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $440,000 | +6.5% | 2,833 | -0.9% | 0.00% | 0.0% |
| Q2 2017 | $413,000 | -4.2% | 2,858 | -8.0% | 0.00% | -33.3% |
| Q1 2017 | $431,000 | +11.1% | 3,108 | -0.8% | 0.00% | +50.0% |
| Q4 2016 | $388,000 | +18.7% | 3,133 | +18.5% | 0.00% | 0.0% |
| Q3 2016 | $327,000 | +11.6% | 2,644 | -0.9% | 0.00% | 0.0% |
| Q2 2016 | $293,000 | -4.2% | 2,669 | -3.5% | 0.00% | 0.0% |
| Q1 2016 | $306,000 | -9.7% | 2,767 | -9.9% | 0.00% | 0.0% |
| Q4 2015 | $339,000 | +10.1% | 3,071 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $308,000 | -38.8% | 3,071 | -36.8% | 0.00% | -33.3% |
| Q2 2015 | $503,000 | +3.3% | 4,861 | +3.1% | 0.00% | 0.0% |
| Q1 2015 | $487,000 | +10.9% | 4,716 | +9.6% | 0.00% | 0.0% |
| Q4 2014 | $439,000 | +8.7% | 4,304 | +4.3% | 0.00% | 0.0% |
| Q3 2014 | $404,000 | – | 4,128 | – | 0.00% | – |
Download | ||||||
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% |