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 | $397,000 | -2.7% | 1,335 | -3.5% | 0.01% | -8.3% |
| Q2 2022 | $408,000 | +2.0% | 1,384 | +34.4% | 0.01% | +9.1% |
| Q1 2022 | $400,000 | +7.5% | 1,030 | +21.6% | 0.01% | +10.0% |
| Q4 2021 | $372,000 | +27.8% | 847 | +17.6% | 0.01% | +11.1% |
| Q3 2021 | $291,000 | +2.5% | 720 | +2.6% | 0.01% | 0.0% |
| Q2 2021 | $284,000 | +12.3% | 702 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $253,000 | +11.9% | 702 | +8.5% | 0.01% | 0.0% |
| Q4 2020 | $226,000 | – | 647 | – | 0.01% | – |
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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% |