ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 261 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,076,047
-2.3%
36,831
+0.4%
0.01%0.0%
Q2 2023$14,411,096
+142.6%
36,682
+109.6%
0.01%
+100.0%
Q1 2023$5,939,754
+20.0%
17,505
-1.0%
0.00%0.0%
Q4 2022$4,951,763
-94.6%
17,685
-94.6%
0.00%
-94.2%
Q3 2022$91,338,000
-51.9%
330,445
-48.8%
0.05%
-50.9%
Q2 2022$190,029,000
-17.9%
645,502
+8.4%
0.11%
-8.6%
Q1 2022$231,336,000
+3221.9%
595,260
+3652.5%
0.12%
+3766.7%
Q4 2021$6,964,000
-28.4%
15,863
-34.2%
0.00%
-40.0%
Q3 2021$9,728,000
+3.7%
24,101
+3.8%
0.01%0.0%
Q2 2021$9,384,000
+141.9%
23,229
+116.1%
0.01%
+66.7%
Q1 2021$3,879,000
-50.3%
10,751
-51.8%
0.00%
-50.0%
Q4 2020$7,804,000
-0.6%
22,307
-12.2%
0.01%
-14.3%
Q3 2020$7,855,000
+29.4%
25,415
+16.9%
0.01%
+16.7%
Q2 2020$6,071,000
+71.0%
21,749
+29.7%
0.01%
+50.0%
Q1 2020$3,551,000
+4.0%
16,766
+18.9%
0.00%0.0%
Q4 2019$3,414,000
+11.1%
14,098
-0.4%
0.00%
+33.3%
Q3 2019$3,072,000
-0.2%
14,153
-0.8%
0.00%
-25.0%
Q2 2019$3,078,000
-5.8%
14,274
-10.0%
0.00%0.0%
Q1 2019$3,269,000
+25.1%
15,852
+4.2%
0.00%0.0%
Q4 2018$2,613,000
+220.6%
15,215
+291.1%
0.00%
+300.0%
Q3 2018$815,000
-69.6%
3,890
-72.0%
0.00%
-83.3%
Q2 2018$2,683,000
+7.6%
13,909
+0.2%
0.01%
-14.3%
Q1 2018$2,494,000
+8.1%
13,884
+1.5%
0.01%
+40.0%
Q4 2017$2,308,000
+9.9%
13,673
+1.1%
0.01%0.0%
Q3 2017$2,101,000
+9.4%
13,526
+1.8%
0.01%0.0%
Q2 2017$1,920,000
+8.6%
13,281
+4.1%
0.01%
-16.7%
Q1 2017$1,768,000
-89.5%
12,763
-90.6%
0.01%
-90.2%
Q4 2016$16,831,000
+4.9%
135,944
+4.7%
0.06%
-1.6%
Q3 2016$16,044,000
+160.4%
129,792
+131.6%
0.06%
+148.0%
Q2 2016$6,162,000
-50.8%
56,031
-50.5%
0.02%
-53.7%
Q1 2016$12,527,000
-59.9%
113,201
-59.9%
0.05%
-62.0%
Q4 2015$31,217,000
+88.7%
282,020
+71.0%
0.14%
+73.2%
Q3 2015$16,544,000
+8.6%
164,948
+12.1%
0.08%
+12.3%
Q2 2015$15,240,000
+49.3%
147,108
+48.6%
0.07%
+37.7%
Q1 2015$10,211,000
-15.2%
99,008
-16.2%
0.05%
-56.6%
Q4 2014$12,036,000
+24.7%
118,089
+19.8%
0.12%
+25.8%
Q3 2014$9,650,000
+93.1%
98,581
+87.8%
0.10%
+86.5%
Q2 2014$4,997,000
+58.4%
52,493
+51.4%
0.05%
+48.6%
Q1 2014$3,154,000
-41.0%
34,663
-41.9%
0.04%
-42.6%
Q4 2013$5,349,000
+51.6%
59,707
+35.1%
0.06%
+41.9%
Q3 2013$3,528,000
+40.2%
44,211
+30.7%
0.04%
+30.3%
Q2 2013$2,516,00033,8190.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 114,825$40,169,00016.19%
JGP Wealth Management, LLC 114,927$42,276,0009.80%
Brouwer & Janachowski, LLC 158,296$55,377,0009.73%
Mathes Company, Inc. 35,015$12,249,0004.97%
Provident Wealth Management, LLC 11,209$3,921,0004.56%
Legacy Financial Strategies, LLC 23,482$8,215,0004.19%
Equitable Holdings, Inc. 491,977$172,108,0003.92%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 62,417$21,835,3393.68%
Apexium Financial, LP 12,789$4,474,0003.54%
Horst & Graben Wealth Management LLC 26,174$9,156,0003.16%
View complete list of ISHARES TR shareholders