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 | $2,546,219 | +2.0% | 6,662 | +4.9% | 1.72% | +1.3% |
| Q2 2023 | $2,495,575 | +15.8% | 6,352 | 0.0% | 1.70% | +22.6% |
| Q1 2023 | $2,155,511 | +19.5% | 6,352 | -1.4% | 1.38% | +27.8% |
| Q4 2022 | $1,803,079 | +0.0% | 6,440 | -1.3% | 1.08% | +3.2% |
| Q3 2022 | $1,803,000 | -15.2% | 6,522 | -9.0% | 1.05% | -2.0% |
| Q2 2022 | $2,126,000 | -36.5% | 7,170 | -21.0% | 1.07% | -31.8% |
| Q1 2022 | $3,346,000 | -16.4% | 9,080 | -0.4% | 1.57% | +2.6% |
| Q4 2021 | $4,002,000 | +8.3% | 9,116 | -0.4% | 1.53% | -5.4% |
| Q3 2021 | $3,695,000 | +0.1% | 9,153 | +0.1% | 1.61% | +7.5% |
| Q2 2021 | $3,693,000 | +16.6% | 9,141 | +4.1% | 1.50% | +13.1% |
| Q1 2021 | $3,168,000 | +5.7% | 8,778 | +2.5% | 1.33% | -2.6% |
| Q4 2020 | $2,996,000 | +27.1% | 8,563 | +12.3% | 1.36% | +16.4% |
| Q3 2020 | $2,357,000 | +38.6% | 7,627 | +25.2% | 1.17% | +39.9% |
| Q2 2020 | $1,700,000 | +93.4% | 6,091 | +46.8% | 0.84% | +7.9% |
| Q1 2020 | $879,000 | -2.0% | 4,149 | +12.0% | 0.78% | +92.1% |
| Q4 2019 | $897,000 | +37.8% | 3,705 | +23.6% | 0.40% | +35.1% |
| Q3 2019 | $651,000 | +134.2% | 2,998 | +132.2% | 0.30% | +133.6% |
| Q2 2019 | $278,000 | – | 1,291 | – | 0.13% | – |
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% |