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 | $344,954 | +3.0% | 902 | +5.9% | 0.01% | +8.3% |
| Q2 2023 | $334,929 | -1.7% | 852 | -15.1% | 0.01% | +9.1% |
| Q1 2023 | $340,681 | -23.1% | 1,004 | -36.6% | 0.01% | -31.2% |
| Q4 2022 | $443,291 | -1.9% | 1,583 | -3.2% | 0.02% | -5.9% |
| Q3 2022 | $452,000 | +53.2% | 1,636 | +63.6% | 0.02% | +70.0% |
| Q2 2022 | $295,000 | -17.6% | 1,000 | +8.7% | 0.01% | -9.1% |
| Q1 2022 | $358,000 | -13.1% | 920 | -1.8% | 0.01% | 0.0% |
| Q4 2021 | $412,000 | +7.0% | 937 | -1.8% | 0.01% | -8.3% |
| Q3 2021 | $385,000 | +3.2% | 954 | +3.5% | 0.01% | +9.1% |
| Q2 2021 | $373,000 | +16.2% | 922 | +3.7% | 0.01% | +10.0% |
| Q1 2021 | $321,000 | -5.0% | 889 | -8.0% | 0.01% | -9.1% |
| Q4 2020 | $338,000 | -58.9% | 966 | -63.7% | 0.01% | -66.7% |
| Q3 2020 | $822,000 | +97.1% | 2,660 | +78.3% | 0.03% | +83.3% |
| Q2 2020 | $417,000 | -70.5% | 1,492 | -74.5% | 0.02% | -70.0% |
| Q4 2019 | $1,415,000 | +499.6% | 5,843 | +437.0% | 0.06% | +445.5% |
| Q3 2019 | $236,000 | +6.8% | 1,088 | +6.1% | 0.01% | 0.0% |
| Q2 2019 | $221,000 | -9.4% | 1,025 | -13.2% | 0.01% | -21.4% |
| Q1 2019 | $244,000 | -49.4% | 1,181 | -57.9% | 0.01% | -60.0% |
| Q4 2018 | $482,000 | -12.0% | 2,808 | +7.3% | 0.04% | +9.4% |
| Q3 2018 | $548,000 | +104.5% | 2,618 | +51.8% | 0.03% | +45.5% |
| Q3 2017 | $268,000 | – | 1,725 | – | 0.02% | – |
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% |