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 | $2,317,000 | +5.7% | 6,059 | +8.5% | 0.00% | 0.0% |
| Q2 2023 | $2,193,000 | +16.3% | 5,582 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $1,886,000 | +13.6% | 5,576 | -5.9% | 0.00% | 0.0% |
| Q4 2022 | $1,660,000 | -23.9% | 5,928 | -24.5% | 0.00% | -33.3% |
| Q3 2022 | $2,181,000 | -21.1% | 7,852 | -16.6% | 0.01% | -14.3% |
| Q2 2022 | $2,765,000 | -31.7% | 9,413 | -9.7% | 0.01% | -22.2% |
| Q1 2022 | $4,050,000 | +12.9% | 10,421 | +27.4% | 0.01% | +12.5% |
| Q4 2021 | $3,587,000 | +24.2% | 8,182 | +14.1% | 0.01% | 0.0% |
| Q3 2021 | $2,889,000 | -18.5% | 7,170 | -18.5% | 0.01% | -20.0% |
| Q2 2021 | $3,545,000 | +69.8% | 8,793 | +52.4% | 0.01% | +42.9% |
| Q1 2021 | $2,088,000 | +3.9% | 5,769 | +0.1% | 0.01% | -12.5% |
| Q4 2020 | $2,010,000 | +13.0% | 5,763 | +0.8% | 0.01% | -11.1% |
| Q3 2020 | $1,778,000 | +7.8% | 5,716 | -2.6% | 0.01% | 0.0% |
| Q2 2020 | $1,650,000 | +52.9% | 5,867 | +14.3% | 0.01% | +28.6% |
| Q1 2020 | $1,079,000 | -7.9% | 5,133 | +4.6% | 0.01% | 0.0% |
| Q4 2019 | $1,171,000 | +13.4% | 4,908 | +3.0% | 0.01% | +16.7% |
| Q3 2019 | $1,033,000 | +9.5% | 4,763 | +9.2% | 0.01% | 0.0% |
| Q2 2019 | $943,000 | +27.8% | 4,362 | +21.9% | 0.01% | +20.0% |
| Q1 2019 | $738,000 | +33.9% | 3,578 | +11.6% | 0.01% | +25.0% |
| Q4 2018 | $551,000 | -16.3% | 3,207 | +2.1% | 0.00% | -20.0% |
| Q3 2018 | $658,000 | +11.0% | 3,141 | +1.9% | 0.01% | 0.0% |
| Q2 2018 | $593,000 | +7.2% | 3,083 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $553,000 | +37.9% | 3,083 | +29.4% | 0.01% | +66.7% |
| Q4 2017 | $401,000 | +5.8% | 2,383 | -1.2% | 0.00% | 0.0% |
| Q3 2017 | $379,000 | +17.0% | 2,413 | +6.9% | 0.00% | 0.0% |
| Q2 2017 | $324,000 | -21.2% | 2,258 | -23.8% | 0.00% | -25.0% |
| Q1 2017 | $411,000 | +15.1% | 2,965 | +1.8% | 0.00% | 0.0% |
| Q4 2016 | $357,000 | -4.8% | 2,913 | -4.9% | 0.00% | 0.0% |
| Q3 2016 | $375,000 | +36.4% | 3,063 | +21.9% | 0.00% | +33.3% |
| Q2 2016 | $275,000 | -8.3% | 2,513 | -6.9% | 0.00% | +200.0% |
| Q1 2016 | $300,000 | -7.7% | 2,698 | -7.7% | 0.00% | -75.0% |
| Q4 2015 | $325,000 | +10.2% | 2,923 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $295,000 | -4.2% | 2,923 | -1.7% | 0.00% | -20.0% |
| Q2 2015 | $308,000 | +0.3% | 2,973 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $307,000 | +1.3% | 2,973 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $303,000 | +4.1% | 2,973 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $291,000 | +18.8% | 2,973 | +15.5% | 0.01% | +25.0% |
| Q2 2014 | $245,000 | +3.4% | 2,573 | -1.2% | 0.00% | -20.0% |
| Q1 2014 | $237,000 | -21.0% | 2,603 | -22.4% | 0.01% | -16.7% |
| Q4 2013 | $300,000 | -5.7% | 3,353 | -21.5% | 0.01% | -33.3% |
| Q2 2013 | $318,000 | – | 4,271 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |