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 | $1,555,855 | +602.2% | 4,071 | +621.8% | 0.05% | +600.0% |
| Q2 2023 | $221,579 | +30803.6% | 564 | -73.3% | 0.01% | -69.6% |
| Q1 2023 | $717 | +88.7% | 2,112 | +55.3% | 0.02% | +43.8% |
| Q4 2022 | $380 | -100.0% | 1,360 | -66.3% | 0.02% | -11.1% |
| Q3 2022 | $1,116,000 | +17.7% | 4,039 | +25.5% | 0.02% | -14.3% |
| Q2 2022 | $948,000 | +23600.0% | 3,219 | +40137.5% | 0.02% | – |
| Q4 2021 | $4,000 | -99.4% | 8 | -99.5% | 0.00% | -100.0% |
| Q3 2021 | $705,000 | +14.8% | 1,747 | +14.9% | 0.02% | +12.5% |
| Q2 2021 | $614,000 | -62.2% | 1,520 | -66.2% | 0.02% | -40.7% |
| Q1 2021 | $1,623,000 | +2747.4% | 4,500 | +2345.7% | 0.03% | +2600.0% |
| Q3 2020 | $57,000 | -87.0% | 184 | -91.1% | 0.00% | -96.3% |
| Q1 2020 | $440,000 | -52.5% | 2,078 | -45.7% | 0.03% | -64.9% |
| Q4 2019 | $926,000 | -12.6% | 3,824 | -21.7% | 0.08% | +5.5% |
| Q3 2019 | $1,060,000 | +27.3% | 4,884 | +26.5% | 0.07% | +30.4% |
| Q2 2019 | $833,000 | +49.8% | 3,861 | +43.3% | 0.06% | +64.7% |
| Q1 2019 | $556,000 | -68.7% | 2,695 | -73.9% | 0.03% | -73.4% |
| Q4 2018 | $1,776,000 | +14.4% | 10,343 | +39.5% | 0.13% | +12.3% |
| Q3 2018 | $1,553,000 | +19.8% | 7,416 | +10.3% | 0.11% | +56.2% |
| Q2 2018 | $1,296,000 | -37.2% | 6,721 | -41.6% | 0.07% | -58.8% |
| Q1 2018 | $2,065,000 | – | 11,509 | +1150800.0% | 0.18% | – |
| Q3 2016 | $0 | -100.0% | 1 | -99.7% | 0.00% | -100.0% |
| Q1 2016 | $40,000 | -33.3% | 359 | -34.2% | 0.01% | -40.0% |
| Q4 2015 | $60,000 | -22.1% | 546 | -26.8% | 0.01% | +42.9% |
| Q2 2015 | $77,000 | -6.1% | 746 | -6.4% | 0.01% | -30.0% |
| Q1 2015 | $82,000 | +1071.4% | 797 | +1022.5% | 0.01% | +900.0% |
| Q4 2014 | $7,000 | – | 71 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |