ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,235,255 | +5.9% | 3,232 | +8.9% | 0.00% | 0.0% |
| Q2 2023 | $1,166,482 | +22.9% | 2,969 | +6.1% | 0.00% | +100.0% |
| Q1 2023 | $949,440 | +29.0% | 2,798 | +6.4% | 0.00% | 0.0% |
| Q4 2022 | $736,105 | -10.7% | 2,629 | -11.8% | 0.00% | 0.0% |
| Q3 2022 | $824,000 | +14.3% | 2,980 | +21.7% | 0.00% | 0.0% |
| Q2 2022 | $721,000 | +6.0% | 2,448 | +39.9% | 0.00% | 0.0% |
| Q1 2022 | $680,000 | +1.5% | 1,750 | +14.6% | 0.00% | 0.0% |
| Q4 2021 | $670,000 | +18.2% | 1,527 | +8.8% | 0.00% | 0.0% |
| Q3 2021 | $567,000 | -22.0% | 1,404 | -22.0% | 0.00% | 0.0% |
| Q2 2021 | $727,000 | +6.0% | 1,799 | -5.4% | 0.00% | 0.0% |
| Q1 2021 | $686,000 | +5.4% | 1,902 | +2.2% | 0.00% | 0.0% |
| Q4 2020 | $651,000 | +14.4% | 1,861 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $569,000 | +10.7% | 1,842 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $514,000 | +22.1% | 1,841 | -7.4% | 0.00% | 0.0% |
| Q1 2020 | $421,000 | -14.1% | 1,988 | -1.8% | 0.00% | 0.0% |
| Q4 2019 | $490,000 | +46.7% | 2,025 | +31.6% | 0.00% | 0.0% |
| Q3 2019 | $334,000 | +0.6% | 1,539 | +0.1% | 0.00% | 0.0% |
| Q2 2019 | $332,000 | +2.2% | 1,537 | -2.5% | 0.00% | 0.0% |
| Q1 2019 | $325,000 | +20.4% | 1,576 | +0.3% | 0.00% | 0.0% |
| Q4 2018 | $270,000 | -18.9% | 1,571 | -1.1% | 0.00% | 0.0% |
| Q3 2018 | $333,000 | -51.9% | 1,589 | -55.7% | 0.00% | -66.7% |
| Q2 2018 | $692,000 | +69.2% | 3,587 | +57.2% | 0.00% | +50.0% |
| Q1 2018 | $409,000 | -8.3% | 2,282 | -13.6% | 0.00% | 0.0% |
| Q4 2017 | $446,000 | +62.8% | 2,641 | +49.7% | 0.00% | +100.0% |
| Q3 2017 | $274,000 | +11.4% | 1,764 | +3.8% | 0.00% | 0.0% |
| Q2 2017 | $246,000 | +27.5% | 1,699 | +22.1% | 0.00% | 0.0% |
| Q1 2017 | $193,000 | +26.1% | 1,391 | +12.3% | 0.00% | 0.0% |
| Q4 2016 | $153,000 | 0.0% | 1,239 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $153,000 | +34.2% | 1,239 | +19.2% | 0.00% | 0.0% |
| Q2 2016 | $114,000 | -0.9% | 1,039 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $115,000 | 0.0% | 1,039 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $115,000 | -6.5% | 1,039 | -15.0% | 0.00% | 0.0% |
| Q3 2015 | $123,000 | +18.3% | 1,222 | +21.6% | 0.00% | 0.0% |
| Q1 2015 | $104,000 | +2.0% | 1,005 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $102,000 | +4.1% | 1,005 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $98,000 | -66.4% | 1,005 | -67.2% | 0.00% | -75.0% |
| Q2 2014 | $292,000 | +220.9% | 3,067 | +205.2% | 0.00% | +300.0% |
| Q1 2014 | $91,000 | +1.1% | 1,005 | 0.0% | 0.00% | -50.0% |
| Q4 2013 | $90,000 | +12.5% | 1,005 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $80,000 | +6.7% | 1,005 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $75,000 | – | 1,005 | – | 0.00% | – |
Download | ||||||
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% |