ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,709,662 | -4.0% | 20,173 | -1.3% | 0.01% | 0.0% |
| Q2 2023 | $8,030,402 | +59.3% | 20,440 | +37.6% | 0.01% | +44.4% |
| Q1 2023 | $5,041,424 | +7.1% | 14,857 | -11.6% | 0.01% | +12.5% |
| Q4 2022 | $4,707,183 | -93.7% | 16,811 | -93.8% | 0.01% | -94.4% |
| Q3 2022 | $74,950,000 | -52.0% | 271,155 | -48.8% | 0.14% | -49.7% |
| Q2 2022 | $155,994,000 | -19.2% | 529,890 | +6.7% | 0.29% | -6.2% |
| Q1 2022 | $193,081,000 | +1035.2% | 496,828 | +1182.4% | 0.30% | +1073.1% |
| Q4 2021 | $17,008,000 | +13.4% | 38,742 | +4.3% | 0.03% | +4.0% |
| Q3 2021 | $14,999,000 | +1.4% | 37,158 | +1.5% | 0.02% | +4.2% |
| Q2 2021 | $14,794,000 | +10.5% | 36,620 | -1.3% | 0.02% | +4.3% |
| Q1 2021 | $13,392,000 | +5.7% | 37,112 | +2.5% | 0.02% | -4.2% |
| Q4 2020 | $12,670,000 | +9.0% | 36,219 | -3.7% | 0.02% | -4.0% |
| Q3 2020 | $11,624,000 | +24.7% | 37,613 | +12.6% | 0.02% | +19.0% |
| Q2 2020 | $9,322,000 | +30.0% | 33,393 | -1.4% | 0.02% | +10.5% |
| Q1 2020 | $7,169,000 | +77.7% | 33,856 | +103.1% | 0.02% | +137.5% |
| Q4 2019 | $4,035,000 | – | 16,669 | – | 0.01% | – |
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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% |