ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 261 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $382,959 | +176.6% | 11,665 | +2256.6% | 0.02% | +250.0% |
| Q4 2022 | $138,466 | +70.9% | 495 | +68.4% | 0.01% | +20.0% |
| Q3 2022 | $81,000 | -4.7% | 294 | +1.7% | 0.01% | -37.5% |
| Q2 2022 | $85,000 | -70.9% | 289 | -61.5% | 0.01% | -50.0% |
| Q1 2022 | $292,000 | +163.1% | 751 | +198.0% | 0.02% | +77.8% |
| Q4 2021 | $111,000 | +70.8% | 252 | +39.2% | 0.01% | +80.0% |
| Q1 2021 | $65,000 | +3.2% | 181 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $63,000 | – | 181 | – | 0.01% | – |
Download | ||||||
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% |