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 | $305,744 | -13.0% | 800 | -10.6% | 0.04% | -10.4% |
| Q2 2023 | $351,619 | +14.5% | 895 | -1.1% | 0.05% | +11.6% |
| Q1 2023 | $307,085 | +21.2% | 905 | 0.0% | 0.04% | +13.2% |
| Q4 2022 | $253,400 | +1.4% | 905 | 0.0% | 0.04% | -5.0% |
| Q3 2022 | $250,000 | -6.0% | 905 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $266,000 | -15.6% | 905 | +11.7% | 0.04% | -2.4% |
| Q1 2022 | $315,000 | -3.7% | 810 | 0.0% | 0.04% | -25.0% |
| Q3 2021 | $327,000 | 0.0% | 810 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $327,000 | +12.0% | 810 | 0.0% | 0.06% | +9.6% |
| Q1 2021 | $292,000 | +1.0% | 810 | -1.8% | 0.05% | -5.5% |
| Q4 2020 | $289,000 | +13.3% | 825 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $255,000 | +7.6% | 825 | -2.9% | 0.06% | 0.0% |
| Q2 2020 | $237,000 | -2.1% | 850 | -15.0% | 0.06% | +5.8% |
| Q4 2019 | $242,000 | +11.5% | 1,000 | 0.0% | 0.05% | +4.0% |
| Q3 2019 | $217,000 | +0.5% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $216,000 | +4.9% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $206,000 | -1.4% | 1,000 | 0.0% | 0.05% | +4.2% |
| Q3 2018 | $209,000 | – | 1,000 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |