ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 168 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,943 | -2.7% | 845 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $331,976 | +16.1% | 845 | 0.0% | 0.04% | +5.3% |
| Q1 2023 | $286,000 | +20.9% | 845 | 0.0% | 0.04% | +11.8% |
| Q4 2022 | $236,600 | +1.1% | 845 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $234,000 | -28.7% | 845 | 0.0% | 0.03% | -22.7% |
| Q1 2022 | $328,000 | -11.6% | 845 | 0.0% | 0.04% | -12.0% |
| Q4 2021 | $371,000 | +8.8% | 845 | 0.0% | 0.05% | +6.4% |
| Q3 2021 | $341,000 | 0.0% | 845 | 0.0% | 0.05% | -13.0% |
| Q2 2021 | $341,000 | +11.8% | 845 | 0.0% | 0.05% | +10.2% |
| Q1 2021 | $305,000 | +3.0% | 845 | 0.0% | 0.05% | -3.9% |
| Q4 2020 | $296,000 | +13.4% | 845 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $261,000 | +10.6% | 845 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $236,000 | +15.1% | 845 | 0.0% | 0.05% | +6.4% |
| Q4 2019 | $205,000 | – | 845 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |