ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,490,063 | -4.3% | 64,080 | -1.6% | 0.02% | 0.0% |
| Q2 2023 | $25,588,769 | +15.4% | 65,133 | -0.3% | 0.02% | +10.5% |
| Q1 2023 | $22,171,933 | +16.4% | 65,342 | -3.9% | 0.02% | +11.8% |
| Q4 2022 | $19,043,415 | -79.9% | 68,012 | -80.2% | 0.02% | -82.3% |
| Q3 2022 | $94,933,000 | -47.0% | 343,450 | -43.6% | 0.10% | -45.1% |
| Q2 2022 | $179,208,000 | -15.5% | 608,742 | +11.6% | 0.18% | -2.2% |
| Q1 2022 | $211,988,000 | +658.7% | 545,474 | +757.1% | 0.18% | +678.3% |
| Q4 2021 | $27,940,000 | +9.7% | 63,641 | +0.9% | 0.02% | 0.0% |
| Q3 2021 | $25,467,000 | -1.1% | 63,092 | -1.0% | 0.02% | 0.0% |
| Q2 2021 | $25,745,000 | +10.7% | 63,728 | -1.1% | 0.02% | 0.0% |
| Q1 2021 | $23,260,000 | +2.4% | 64,459 | -0.7% | 0.02% | -8.0% |
| Q4 2020 | $22,710,000 | +213.6% | 64,919 | +177.1% | 0.02% | +177.8% |
| Q3 2020 | $7,241,000 | -42.1% | 23,429 | -47.7% | 0.01% | -47.1% |
| Q2 2020 | $12,515,000 | +197.0% | 44,835 | +125.3% | 0.02% | +142.9% |
| Q1 2020 | $4,214,000 | -39.3% | 19,897 | -30.6% | 0.01% | -22.2% |
| Q4 2019 | $6,946,000 | +19.7% | 28,685 | +7.3% | 0.01% | +12.5% |
| Q3 2019 | $5,804,000 | +0.6% | 26,742 | -0.1% | 0.01% | 0.0% |
| Q2 2019 | $5,772,000 | +4.5% | 26,766 | -0.0% | 0.01% | 0.0% |
| Q1 2019 | $5,522,000 | +6.5% | 26,777 | -11.3% | 0.01% | -11.1% |
| Q4 2018 | $5,185,000 | +17.6% | 30,197 | +43.4% | 0.01% | +28.6% |
| Q3 2018 | $4,408,000 | +28.3% | 21,051 | +18.2% | 0.01% | +16.7% |
| Q2 2018 | $3,435,000 | +46.7% | 17,805 | +36.4% | 0.01% | +50.0% |
| Q1 2018 | $2,342,000 | +13.6% | 13,050 | +6.9% | 0.00% | 0.0% |
| Q4 2017 | $2,061,000 | +64.7% | 12,208 | +51.6% | 0.00% | +33.3% |
| Q3 2017 | $1,251,000 | +7.6% | 8,054 | +0.2% | 0.00% | 0.0% |
| Q2 2017 | $1,163,000 | +4.0% | 8,039 | -0.5% | 0.00% | 0.0% |
| Q1 2017 | $1,118,000 | -1.1% | 8,078 | -11.5% | 0.00% | 0.0% |
| Q4 2016 | $1,130,000 | +35.0% | 9,128 | +34.8% | 0.00% | +50.0% |
| Q3 2016 | $837,000 | +11.5% | 6,774 | -0.8% | 0.00% | 0.0% |
| Q2 2016 | $751,000 | +1.1% | 6,827 | +1.7% | 0.00% | -33.3% |
| Q1 2016 | $743,000 | -89.7% | 6,715 | -89.7% | 0.00% | -88.5% |
| Q4 2015 | $7,226,000 | – | 65,283 | – | 0.03% | – |
Download | ||||||
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% |