ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $684,000 | +14.8% | 1,694 | +2.6% | 0.12% | +1.7% |
| Q1 2021 | $596,000 | +8.8% | 1,651 | +5.4% | 0.12% | 0.0% |
| Q4 2020 | $548,000 | +11.4% | 1,567 | -1.6% | 0.12% | -3.3% |
| Q3 2020 | $492,000 | +131.0% | 1,592 | +108.9% | 0.12% | +86.2% |
| Q2 2020 | $213,000 | +200.0% | 762 | +166.4% | 0.06% | +103.1% |
| Q4 2019 | $71,000 | +20.3% | 286 | +1.8% | 0.03% | 0.0% |
| Q3 2019 | $59,000 | – | 281 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |