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 | $416,576 | -9.0% | 1,090 | -6.4% | 0.01% | 0.0% |
| Q2 2023 | $457,694 | +19.9% | 1,165 | +3.6% | 0.01% | +25.0% |
| Q1 2023 | $381,735 | +21.2% | 1,125 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $315,000 | +1.3% | 1,125 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $311,000 | -44.1% | 1,125 | -40.5% | 0.00% | -42.9% |
| Q2 2022 | $556,000 | -24.4% | 1,890 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $735,000 | -15.3% | 1,890 | -4.4% | 0.01% | -11.1% |
| Q4 2021 | $868,000 | -0.8% | 1,978 | -8.8% | 0.01% | -10.0% |
| Q3 2021 | $875,000 | +0.6% | 2,168 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $870,000 | +13.0% | 2,153 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $770,000 | +76.2% | 2,135 | +70.8% | 0.01% | +42.9% |
| Q4 2020 | $437,000 | +4.8% | 1,250 | -7.4% | 0.01% | 0.0% |
| Q3 2020 | $417,000 | +10.6% | 1,350 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $377,000 | +10.6% | 1,350 | -16.3% | 0.01% | 0.0% |
| Q1 2020 | $341,000 | -11.9% | 1,612 | +0.8% | 0.01% | +16.7% |
| Q4 2019 | $387,000 | +11.5% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $347,000 | -2.5% | 1,600 | -3.0% | 0.01% | -14.3% |
| Q2 2019 | $356,000 | +24.0% | 1,650 | 0.0% | 0.01% | +40.0% |
| Q1 2019 | $287,000 | +1.4% | 1,650 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $283,000 | -18.0% | 1,650 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $345,000 | +27.8% | 1,650 | +17.9% | 0.01% | +20.0% |
| Q2 2018 | $270,000 | +7.6% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $251,000 | +6.4% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $236,000 | +8.8% | 1,400 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $217,000 | +0.5% | 1,400 | -6.7% | 0.00% | -20.0% |
| Q2 2017 | $216,000 | -40.0% | 1,500 | -42.4% | 0.01% | -44.4% |
| Q1 2017 | $360,000 | -7.5% | 2,603 | -17.3% | 0.01% | 0.0% |
| Q4 2016 | $389,000 | +3.5% | 3,147 | +3.3% | 0.01% | 0.0% |
| Q3 2016 | $376,000 | +114.9% | 3,047 | +91.3% | 0.01% | +80.0% |
| Q2 2016 | $175,000 | -2.2% | 1,593 | -2.0% | 0.01% | -16.7% |
| Q1 2016 | $179,000 | +18.5% | 1,625 | +18.4% | 0.01% | +20.0% |
| Q4 2015 | $151,000 | +14.4% | 1,372 | +3.8% | 0.01% | 0.0% |
| Q3 2015 | $132,000 | -7.7% | 1,322 | -4.3% | 0.01% | 0.0% |
| Q2 2015 | $143,000 | +27.7% | 1,382 | +27.1% | 0.01% | +25.0% |
| Q1 2015 | $112,000 | +10.9% | 1,087 | +9.0% | 0.00% | +33.3% |
| Q4 2014 | $101,000 | -41.3% | 997 | -43.4% | 0.00% | -50.0% |
| Q3 2014 | $172,000 | +9.6% | 1,760 | +6.7% | 0.01% | +20.0% |
| Q2 2014 | $157,000 | +10.6% | 1,650 | +5.1% | 0.01% | 0.0% |
| Q1 2014 | $142,000 | +11.8% | 1,570 | +10.6% | 0.01% | 0.0% |
| Q4 2013 | $127,000 | +7.6% | 1,420 | -4.4% | 0.01% | 0.0% |
| Q3 2013 | $118,000 | +12.4% | 1,485 | +4.9% | 0.01% | 0.0% |
| Q2 2013 | $105,000 | – | 1,415 | – | 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% |