ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,161 | -3.6% | 21,353 | -0.9% | 0.03% | 0.0% |
| Q2 2023 | $8,467 | +13.0% | 21,552 | -2.4% | 0.03% | +8.0% |
| Q1 2023 | $7,492 | +21.1% | 22,079 | -0.1% | 0.02% | +13.6% |
| Q4 2022 | $6,186 | -99.9% | 22,093 | +1.1% | 0.02% | -4.3% |
| Q3 2022 | $6,042,000 | -3.3% | 21,860 | +3.0% | 0.02% | +4.5% |
| Q2 2022 | $6,250,000 | -21.8% | 21,232 | +3.2% | 0.02% | -12.0% |
| Q1 2022 | $7,994,000 | -8.6% | 20,570 | +3.3% | 0.02% | 0.0% |
| Q4 2021 | $8,745,000 | +7.6% | 19,919 | -1.1% | 0.02% | -7.4% |
| Q3 2021 | $8,127,000 | +0.2% | 20,134 | +0.3% | 0.03% | +17.4% |
| Q2 2021 | $8,107,000 | +10.9% | 20,067 | -0.9% | 0.02% | +9.5% |
| Q1 2021 | $7,308,000 | -3.2% | 20,251 | -6.1% | 0.02% | -12.5% |
| Q4 2020 | $7,548,000 | +11.7% | 21,577 | -1.3% | 0.02% | -17.2% |
| Q3 2020 | $6,757,000 | +5.9% | 21,863 | -4.3% | 0.03% | 0.0% |
| Q2 2020 | $6,379,000 | +29.8% | 22,854 | -1.5% | 0.03% | +16.0% |
| Q1 2020 | $4,915,000 | -40.6% | 23,207 | -32.1% | 0.02% | -26.5% |
| Q4 2019 | $8,279,000 | +6.6% | 34,189 | -4.5% | 0.03% | -2.9% |
| Q3 2019 | $7,769,000 | +21.1% | 35,797 | +20.3% | 0.04% | +25.0% |
| Q2 2019 | $6,415,000 | +1.5% | 29,749 | -2.9% | 0.03% | -3.4% |
| Q1 2019 | $6,321,000 | -9.4% | 30,652 | -24.6% | 0.03% | -19.4% |
| Q4 2018 | $6,976,000 | -27.6% | 40,626 | -11.7% | 0.04% | -12.2% |
| Q3 2018 | $9,632,000 | +23.1% | 46,003 | +13.4% | 0.04% | +20.6% |
| Q2 2018 | $7,825,000 | +6.1% | 40,566 | -1.3% | 0.03% | +13.3% |
| Q1 2018 | $7,373,000 | +57.6% | 41,093 | +27.0% | 0.03% | +50.0% |
| Q2 2017 | $4,678,000 | +132.0% | 32,345 | +122.2% | 0.02% | +233.3% |
| Q1 2017 | $2,016,000 | -11.0% | 14,559 | -20.4% | 0.01% | -25.0% |
| Q4 2016 | $2,265,000 | +417.1% | 18,293 | +362.2% | 0.01% | +300.0% |
| Q1 2016 | $438,000 | -17.7% | 3,958 | -17.6% | 0.00% | -33.3% |
| Q4 2015 | $532,000 | – | 4,803 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |