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 | $2,500,624 | -3.0% | 6,543 | -0.3% | 0.04% | -4.9% |
| Q2 2023 | $2,578,305 | +7.7% | 6,563 | -6.9% | 0.04% | +2.5% |
| Q1 2023 | $2,393,084 | -14.3% | 7,053 | -29.2% | 0.04% | -21.6% |
| Q4 2022 | $2,791,118 | -3.1% | 9,968 | -4.4% | 0.05% | -32.9% |
| Q3 2022 | $2,881,000 | +8.5% | 10,422 | +15.5% | 0.08% | +26.7% |
| Q2 2022 | $2,656,000 | -22.6% | 9,023 | +2.2% | 0.06% | -11.8% |
| Q1 2022 | $3,432,000 | -17.1% | 8,830 | -6.3% | 0.07% | -19.0% |
| Q4 2021 | $4,138,000 | -46.6% | 9,426 | -50.9% | 0.08% | -44.4% |
| Q3 2021 | $7,756,000 | +97.9% | 19,214 | +98.1% | 0.15% | +62.4% |
| Q2 2021 | $3,919,000 | +12.3% | 9,700 | +0.3% | 0.09% | -3.1% |
| Q1 2021 | $3,489,000 | +8.7% | 9,668 | +5.4% | 0.10% | -6.8% |
| Q4 2020 | $3,209,000 | +39.9% | 9,172 | +23.6% | 0.10% | +19.8% |
| Q3 2020 | $2,294,000 | +22.7% | 7,423 | +10.8% | 0.09% | +7.5% |
| Q2 2020 | $1,870,000 | +52.7% | 6,699 | +15.8% | 0.08% | +21.2% |
| Q1 2020 | $1,225,000 | +10.9% | 5,784 | +26.5% | 0.07% | +40.4% |
| Q4 2019 | $1,105,000 | +6.1% | 4,571 | -4.5% | 0.05% | +2.2% |
| Q3 2019 | $1,041,000 | -28.3% | 4,785 | -28.5% | 0.05% | -28.1% |
| Q2 2019 | $1,451,000 | +6.1% | 6,696 | +0.6% | 0.06% | -5.9% |
| Q1 2019 | $1,367,000 | +22.7% | 6,654 | +2.5% | 0.07% | +4.6% |
| Q4 2018 | $1,114,000 | -20.6% | 6,494 | -3.1% | 0.06% | -5.8% |
| Q3 2018 | $1,403,000 | -21.1% | 6,703 | -27.2% | 0.07% | -33.0% |
| Q2 2018 | $1,779,000 | +9.1% | 9,211 | +1.1% | 0.10% | +5.1% |
| Q1 2018 | $1,631,000 | +3.0% | 9,110 | -2.8% | 0.10% | +1.0% |
| Q4 2017 | $1,583,000 | +10.4% | 9,371 | +1.8% | 0.10% | +12.8% |
| Q3 2017 | $1,434,000 | +8.4% | 9,208 | +0.7% | 0.09% | +3.6% |
| Q2 2017 | $1,323,000 | +9.8% | 9,143 | +5.6% | 0.08% | +3.8% |
| Q1 2017 | $1,205,000 | +2.5% | 8,658 | -8.9% | 0.08% | -10.1% |
| Q4 2016 | $1,176,000 | +1.3% | 9,503 | +1.1% | 0.09% | 0.0% |
| Q3 2016 | $1,161,000 | +12.2% | 9,402 | -0.1% | 0.09% | +11.2% |
| Q2 2016 | $1,035,000 | -0.8% | 9,415 | +0.2% | 0.08% | -8.0% |
| Q1 2016 | $1,043,000 | +0.5% | 9,400 | +0.5% | 0.09% | -1.1% |
| Q4 2015 | $1,038,000 | +3.4% | 9,350 | -5.6% | 0.09% | -8.3% |
| Q3 2015 | $1,004,000 | -2.6% | 9,901 | -0.4% | 0.10% | +9.1% |
| Q2 2015 | $1,031,000 | -0.8% | 9,945 | -0.8% | 0.09% | -8.3% |
| Q1 2015 | $1,039,000 | -6.7% | 10,029 | -8.2% | 0.10% | -11.1% |
| Q4 2014 | $1,114,000 | +15.4% | 10,922 | +11.0% | 0.11% | +47.9% |
| Q3 2014 | $965,000 | +3.1% | 9,839 | 0.0% | 0.07% | -30.5% |
| Q2 2014 | $936,000 | -0.4% | 9,839 | -4.9% | 0.10% | -18.6% |
| Q1 2014 | $940,000 | +28.2% | 10,343 | +26.6% | 0.13% | +19.4% |
| Q4 2013 | $733,000 | +9.7% | 8,172 | -2.3% | 0.11% | -9.2% |
| Q3 2013 | $668,000 | +2.3% | 8,362 | -4.6% | 0.12% | -12.5% |
| Q2 2013 | $653,000 | – | 8,761 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |