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 2022 | $500,000 | -56.4% | 1,808 | -53.6% | 0.02% | -53.7% |
| Q2 2022 | $1,147,000 | -25.5% | 3,898 | -1.6% | 0.04% | -12.8% |
| Q1 2022 | $1,539,000 | +629.4% | 3,962 | +725.4% | 0.05% | +683.3% |
| Q4 2021 | $211,000 | -0.9% | 480 | -8.9% | 0.01% | -14.3% |
| Q2 2021 | $213,000 | -8.6% | 527 | -21.0% | 0.01% | -22.2% |
| Q4 2020 | $233,000 | +8.9% | 667 | -3.6% | 0.01% | 0.0% |
| Q3 2020 | $214,000 | -60.8% | 692 | -64.6% | 0.01% | -65.4% |
| Q2 2020 | $546,000 | +15.2% | 1,956 | 0.0% | 0.03% | +13.0% |
| Q4 2019 | $474,000 | +20.9% | 1,956 | +8.4% | 0.02% | +15.0% |
| Q3 2019 | $392,000 | +89.4% | 1,805 | +7.7% | 0.02% | +25.0% |
| Q4 2016 | $207,000 | -4.6% | 1,676 | -14.5% | 0.02% | -20.0% |
| Q4 2015 | $217,000 | -1.8% | 1,961 | -8.1% | 0.02% | -13.0% |
| Q2 2015 | $221,000 | -21.4% | 2,135 | -21.8% | 0.02% | -23.3% |
| Q1 2015 | $281,000 | – | 2,730 | – | 0.03% | – |
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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% |