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 | $83,372 | -4.9% | 218 | -2.2% | 0.00% | 0.0% |
| Q2 2023 | $87,668 | +15.8% | 223 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $75,701 | +121998.4% | 223 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62 | -99.9% | 223 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $62,000 | -6.1% | 226 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $66,000 | -25.0% | 226 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | +31.3% | 226 | +47.7% | 0.00% | 0.0% |
| Q4 2021 | $67,000 | +8.1% | 153 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $62,000 | -45.6% | 152 | -46.1% | 0.00% | -33.3% |
| Q2 2021 | $114,000 | +11.8% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $102,000 | +96.2% | 282 | +91.8% | 0.00% | +50.0% |
| Q4 2020 | $52,000 | +13.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $46,000 | +12.2% | 147 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $41,000 | +32.3% | 147 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $31,000 | -13.9% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +260.0% | 147 | +194.0% | 0.00% | – |
| Q3 2018 | $10,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |