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 | $1,157,979 | +62.3% | 3,029 | +66.9% | 0.04% | +66.7% |
| Q2 2023 | $713,433 | +14.8% | 1,815 | -0.9% | 0.03% | +3.8% |
| Q1 2023 | $621,596 | +32.6% | 1,831 | +9.4% | 0.03% | +13.0% |
| Q4 2022 | $468,656 | -16.6% | 1,673 | -17.8% | 0.02% | -20.7% |
| Q3 2022 | $562,000 | +5.8% | 2,035 | +12.9% | 0.03% | +7.4% |
| Q2 2022 | $531,000 | -24.9% | 1,803 | -0.9% | 0.03% | -10.0% |
| Q1 2022 | $707,000 | -51.3% | 1,819 | -45.0% | 0.03% | -52.4% |
| Q4 2021 | $1,452,000 | +6.0% | 3,306 | -2.6% | 0.06% | -7.4% |
| Q3 2021 | $1,370,000 | -0.2% | 3,394 | -0.1% | 0.07% | -1.4% |
| Q2 2021 | $1,373,000 | +11.2% | 3,397 | -0.7% | 0.07% | -5.5% |
| Q1 2021 | $1,235,000 | +4.7% | 3,421 | +1.4% | 0.07% | -9.9% |
| Q4 2020 | $1,180,000 | +76.4% | 3,374 | +40.8% | 0.08% | +37.3% |
| Q2 2020 | $669,000 | +107.1% | 2,397 | +57.0% | 0.06% | +73.5% |
| Q1 2020 | $323,000 | -26.8% | 1,527 | -16.1% | 0.03% | 0.0% |
| Q4 2019 | $441,000 | +5.0% | 1,821 | -5.9% | 0.03% | -20.9% |
| Q3 2019 | $420,000 | +88.3% | 1,936 | +89.2% | 0.04% | +72.0% |
| Q2 2019 | $223,000 | – | 1,023 | – | 0.02% | – |
Download | ||||||
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% |