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 | $390,970 | -2.7% | 1,023 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $401,906 | +15.8% | 1,023 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $347,124 | +21.2% | 1,023 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $286,440 | +1.2% | 1,023 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $283,000 | -35.2% | 1,023 | -31.2% | 0.00% | -50.0% |
| Q2 2022 | $437,000 | -25.6% | 1,486 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $587,000 | -19.7% | 1,511 | -9.3% | 0.00% | -20.0% |
| Q4 2021 | $731,000 | -32.1% | 1,666 | -37.5% | 0.01% | -37.5% |
| Q3 2021 | $1,076,000 | -0.1% | 2,666 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,077,000 | +12.0% | 2,666 | 0.0% | 0.01% | +14.3% |
| Q1 2021 | $962,000 | +14.0% | 2,666 | +10.6% | 0.01% | 0.0% |
| Q4 2020 | $844,000 | +22.0% | 2,411 | +7.6% | 0.01% | +16.7% |
| Q3 2020 | $692,000 | +10.7% | 2,241 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $625,000 | +31.9% | 2,241 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $474,000 | -12.7% | 2,241 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $543,000 | +11.7% | 2,241 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $486,000 | +0.6% | 2,241 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $483,000 | +4.5% | 2,241 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $462,000 | +20.0% | 2,241 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $385,000 | -21.6% | 2,241 | -4.3% | 0.01% | -16.7% |
| Q3 2018 | $491,000 | +8.6% | 2,341 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $452,000 | -45.9% | 2,341 | -49.7% | 0.01% | 0.0% |
| Q1 2018 | $836,000 | +116.0% | 4,652 | +102.6% | 0.01% | +20.0% |
| Q4 2017 | $387,000 | +4.3% | 2,296 | -3.8% | 0.01% | 0.0% |
| Q3 2017 | $371,000 | +7.5% | 2,387 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $345,000 | -0.9% | 2,387 | -5.0% | 0.01% | 0.0% |
| Q1 2017 | $348,000 | -3.3% | 2,512 | -13.7% | 0.01% | 0.0% |
| Q4 2016 | $360,000 | 0.0% | 2,912 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $360,000 | +10.8% | 2,912 | -1.7% | 0.01% | +20.0% |
| Q2 2016 | $325,000 | -1.5% | 2,962 | -0.8% | 0.01% | 0.0% |
| Q1 2016 | $330,000 | 0.0% | 2,987 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $330,000 | +8.2% | 2,987 | -1.6% | 0.01% | +20.0% |
| Q3 2015 | $305,000 | -3.8% | 3,037 | -0.8% | 0.01% | 0.0% |
| Q2 2015 | $317,000 | +0.6% | 3,062 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $315,000 | +1.0% | 3,062 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $312,000 | -11.6% | 3,062 | -15.2% | 0.01% | -16.7% |
| Q3 2014 | $353,000 | +2.6% | 3,612 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $344,000 | +4.9% | 3,612 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $328,000 | +1.5% | 3,612 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $323,000 | +0.9% | 3,612 | -10.0% | 0.01% | 0.0% |
| Q3 2013 | $320,000 | +7.4% | 4,012 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $298,000 | -4.8% | 4,012 | -6.9% | 0.01% | 0.0% |
| Q1 2013 | $313,000 | – | 4,310 | – | 0.01% | – |
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% |