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 | $407 | +85.0% | 1,065 | +90.5% | 0.02% | +100.0% |
| Q2 2023 | $220 | +93.0% | 559 | +66.4% | 0.01% | +60.0% |
| Q1 2023 | $114 | +21.3% | 336 | +0.3% | 0.01% | +25.0% |
| Q4 2022 | $94 | -99.9% | 335 | +0.3% | 0.00% | -20.0% |
| Q3 2022 | $92,000 | -23.3% | 334 | -18.1% | 0.01% | -16.7% |
| Q2 2022 | $120,000 | -42.6% | 408 | -24.0% | 0.01% | -33.3% |
| Q1 2022 | $209,000 | -15.4% | 537 | -4.4% | 0.01% | -18.2% |
| Q4 2021 | $247,000 | +18.2% | 562 | +8.7% | 0.01% | 0.0% |
| Q3 2021 | $209,000 | +86.6% | 517 | +86.0% | 0.01% | +83.3% |
| Q2 2021 | $112,000 | +261.3% | 278 | +227.1% | 0.01% | +200.0% |
| Q1 2021 | $31,000 | +3.3% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 85 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | +8.3% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | – | 85 | – | 0.00% | – |
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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% |