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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $428,000 | -29.1% | 1,455 | -6.4% | 0.06% | -15.7% |
| Q1 2022 | $604,000 | -11.4% | 1,555 | 0.0% | 0.07% | -4.1% |
| Q4 2021 | $682,000 | +8.8% | 1,555 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $627,000 | -0.2% | 1,555 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $628,000 | +11.9% | 1,555 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $561,000 | +3.3% | 1,555 | 0.0% | 0.07% | -1.4% |
| Q4 2020 | $543,000 | +12.4% | 1,555 | -0.6% | 0.07% | +2.9% |
| Q3 2020 | $483,000 | +10.8% | 1,565 | 0.0% | 0.07% | +1.4% |
| Q2 2020 | $436,000 | +31.7% | 1,565 | 0.0% | 0.07% | +9.5% |
| Q1 2020 | $331,000 | -12.4% | 1,565 | 0.0% | 0.06% | +16.7% |
| Q4 2019 | $378,000 | +11.5% | 1,565 | 0.0% | 0.05% | +5.9% |
| Q3 2019 | $339,000 | +0.6% | 1,565 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $337,000 | +3.7% | 1,565 | -0.9% | 0.05% | 0.0% |
| Q1 2019 | $325,000 | +19.9% | 1,580 | 0.0% | 0.05% | +8.7% |
| Q4 2018 | $271,000 | -17.9% | 1,580 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $330,000 | +45.4% | 1,580 | +33.9% | 0.05% | +39.4% |
| Q2 2018 | $227,000 | -4.6% | 1,180 | -11.3% | 0.03% | -2.9% |
| Q1 2018 | $238,000 | -24.4% | 1,330 | -28.9% | 0.03% | -20.9% |
| Q4 2017 | $315,000 | +8.6% | 1,870 | 0.0% | 0.04% | +2.4% |
| Q3 2017 | $290,000 | +7.4% | 1,870 | 0.0% | 0.04% | +5.0% |
| Q2 2017 | $270,000 | +4.7% | 1,870 | 0.0% | 0.04% | +5.3% |
| Q1 2017 | $258,000 | +11.7% | 1,870 | 0.0% | 0.04% | +5.6% |
| Q4 2016 | $231,000 | -0.4% | 1,870 | -0.5% | 0.04% | 0.0% |
| Q3 2016 | $232,000 | +12.6% | 1,880 | 0.0% | 0.04% | +12.5% |
| Q2 2016 | $206,000 | 0.0% | 1,880 | +0.5% | 0.03% | 0.0% |
| Q1 2016 | $206,000 | -12.7% | 1,870 | -12.4% | 0.03% | -11.1% |
| Q4 2015 | $236,000 | +10.3% | 2,135 | 0.0% | 0.04% | +2.9% |
| Q3 2015 | $214,000 | -2.3% | 2,135 | +0.7% | 0.04% | +6.1% |
| Q2 2015 | $219,000 | +0.5% | 2,120 | 0.0% | 0.03% | +3.1% |
| Q1 2015 | $218,000 | +0.9% | 2,120 | 0.0% | 0.03% | -3.0% |
| Q4 2014 | $216,000 | +4.3% | 2,120 | 0.0% | 0.03% | +3.1% |
| Q3 2014 | $207,000 | -1.9% | 2,120 | -4.5% | 0.03% | -3.0% |
| Q2 2014 | $211,000 | +5.0% | 2,220 | 0.0% | 0.03% | -2.9% |
| Q1 2014 | $201,000 | -2.4% | 2,220 | -3.7% | 0.03% | -5.6% |
| Q4 2013 | $206,000 | – | 2,305 | – | 0.04% | – |
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% |