ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,389 | -2.7% | 472 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $185,435 | +15.8% | 472 | 0.0% | 0.05% | +10.6% |
| Q1 2023 | $160,159 | +121232.6% | 472 | 0.0% | 0.05% | – |
| Q4 2022 | $132 | -99.9% | 472 | 0.0% | 0.00% | – |
| Q3 2022 | $130,000 | -5.8% | 472 | 0.0% | 0.00% | – |
| Q2 2022 | $138,000 | -35.5% | 472 | -14.5% | 0.00% | – |
| Q1 2022 | $214,000 | -11.6% | 552 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $242,000 | -3.6% | 552 | -11.3% | 0.00% | 0.0% |
| Q3 2021 | $251,000 | 0.0% | 622 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $251,000 | +3.7% | 622 | -7.4% | 0.00% | 0.0% |
| Q1 2021 | $242,000 | +3.0% | 672 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $235,000 | +13.5% | 672 | 0.0% | 0.00% | – |
| Q3 2020 | $207,000 | -19.5% | 672 | -27.1% | 0.00% | – |
| Q2 2020 | $257,000 | +31.8% | 922 | 0.0% | 0.00% | – |
| Q1 2020 | $195,000 | -1.5% | 922 | 0.0% | 0.00% | – |
| Q2 2019 | $198,000 | -99.9% | 922 | +2.4% | 0.00% | -100.0% |
| Q4 2018 | $154,539,000 | -18.1% | 900 | 0.0% | 0.06% | -5.0% |
| Q3 2018 | $188,739,000 | +7.6% | 900 | 0.0% | 0.06% | -3.2% |
| Q2 2018 | $175,455,000 | +11.8% | 900 | 0.0% | 0.06% | -27.9% |
| Q1 2018 | $156,906,000 | +26.6% | 900 | +28.6% | 0.09% | +28.4% |
| Q4 2017 | $123,963,000 | +56.4% | 700 | +40.0% | 0.07% | +39.6% |
| Q3 2017 | $79,270,000 | +8.0% | 500 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $73,365,000 | +6.6% | 500 | 0.0% | 0.05% | +45.5% |
| Q1 2017 | $68,805,000 | +7.5% | 500 | 0.0% | 0.03% | -25.0% |
| Q4 2016 | $64,025,000 | – | 500 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |