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 | $447,151 | -2.7% | 1,170 | 0.0% | 0.13% | +2.4% |
| Q2 2023 | $459,658 | +15.8% | 1,170 | 0.0% | 0.13% | +7.7% |
| Q1 2023 | $397,004 | +21.2% | 1,170 | 0.0% | 0.12% | +13.6% |
| Q4 2022 | $327,600 | -1.6% | 1,170 | -2.9% | 0.10% | -7.2% |
| Q3 2022 | $333,000 | -6.2% | 1,205 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $355,000 | -24.1% | 1,205 | 0.0% | 0.11% | -7.5% |
| Q1 2022 | $468,000 | -11.5% | 1,205 | 0.0% | 0.12% | -3.2% |
| Q4 2021 | $529,000 | +8.8% | 1,205 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $486,000 | -0.2% | 1,205 | 0.0% | 0.13% | -0.8% |
| Q2 2021 | $487,000 | +12.0% | 1,205 | 0.0% | 0.13% | +3.2% |
| Q1 2021 | $435,000 | +3.1% | 1,205 | 0.0% | 0.12% | +3.3% |
| Q4 2020 | $422,000 | +13.4% | 1,205 | 0.0% | 0.12% | +0.8% |
| Q3 2020 | $372,000 | +10.7% | 1,205 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $336,000 | +31.8% | 1,205 | 0.0% | 0.12% | +2.6% |
| Q1 2020 | $255,000 | -12.7% | 1,205 | 0.0% | 0.12% | +6.4% |
| Q4 2019 | $292,000 | +11.5% | 1,205 | 0.0% | 0.11% | +7.8% |
| Q3 2019 | $262,000 | +12.0% | 1,205 | +11.1% | 0.10% | +10.9% |
| Q2 2019 | $234,000 | +4.5% | 1,085 | 0.0% | 0.09% | +1.1% |
| Q1 2019 | $224,000 | -1.3% | 1,085 | 0.0% | 0.09% | +3.4% |
| Q3 2018 | $227,000 | +8.6% | 1,085 | 0.0% | 0.09% | +1.1% |
| Q2 2018 | $209,000 | -2.8% | 1,085 | -26.9% | 0.09% | -10.3% |
| Q2 2017 | $215,000 | +4.4% | 1,485 | 0.0% | 0.10% | +5.4% |
| Q1 2017 | $206,000 | -78.9% | 1,485 | -81.2% | 0.09% | -77.5% |
| Q3 2016 | $975,000 | +12.5% | 7,885 | 0.0% | 0.41% | +13.0% |
| Q2 2016 | $867,000 | -7.7% | 7,885 | -7.1% | 0.36% | -9.8% |
| Q1 2016 | $939,000 | +4.9% | 8,485 | +4.9% | 0.40% | +5.0% |
| Q4 2015 | $895,000 | +10.4% | 8,085 | 0.0% | 0.38% | +5.0% |
| Q3 2015 | $811,000 | -3.2% | 8,085 | 0.0% | 0.36% | +3.7% |
| Q2 2015 | $838,000 | +0.5% | 8,085 | 0.0% | 0.35% | -2.2% |
| Q1 2015 | $834,000 | +1.2% | 8,085 | 0.0% | 0.36% | 0.0% |
| Q4 2014 | $824,000 | +4.2% | 8,085 | 0.0% | 0.36% | +4.1% |
| Q3 2014 | $791,000 | +1.5% | 8,085 | -1.2% | 0.34% | +3.9% |
| Q2 2014 | $779,000 | +4.6% | 8,185 | 0.0% | 0.33% | -2.9% |
| Q1 2014 | $745,000 | -0.8% | 8,185 | -2.4% | 0.34% | -2.6% |
| Q4 2013 | $751,000 | +10.9% | 8,385 | -1.2% | 0.35% | +1.2% |
| Q3 2013 | $677,000 | +7.3% | 8,485 | 0.0% | 0.35% | +28.1% |
| Q2 2013 | $631,000 | – | 8,485 | – | 0.27% | – |
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% |