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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $615,000 | -45.6% | 1,400 | -50.0% | 0.41% | -40.9% |
| Q3 2021 | $1,130,000 | +99.6% | 2,800 | +100.0% | 0.70% | -35.6% |
| Q2 2021 | $566,000 | +12.1% | 1,400 | 0.0% | 1.08% | +187.3% |
| Q1 2021 | $505,000 | -39.9% | 1,400 | -41.7% | 0.38% | -41.9% |
| Q4 2020 | $840,000 | -21.5% | 2,400 | -51.6% | 0.65% | -18.7% |
| Q2 2019 | $1,070,000 | +54.4% | 4,963 | +21.4% | 0.80% | +66.6% |
| Q1 2019 | $693,000 | -65.7% | 4,088 | -81.9% | 0.48% | -71.5% |
| Q4 2013 | $2,022,000 | +44.7% | 22,572 | +28.9% | 1.68% | +3.3% |
| Q3 2013 | $1,397,000 | +10.9% | 17,510 | +3.4% | 1.63% | -14.9% |
| Q2 2013 | $1,260,000 | – | 16,935 | – | 1.91% | – |
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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% |