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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $29,000 | +314.3% | 67 | +272.2% | 0.00% | +100.0% |
| Q3 2021 | $7,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -63.2% | 18 | -64.7% | 0.00% | -50.0% |
| Q1 2021 | $19,000 | +5.6% | 51 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +20.0% | 51 | +8.5% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | -97.6% | 47 | -98.2% | 0.00% | -96.9% |
| Q4 2019 | $631,000 | +10.5% | 2,606 | -1.0% | 0.06% | +4.8% |
| Q3 2019 | $571,000 | +0.7% | 2,631 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $567,000 | +600.0% | 2,631 | +572.9% | 0.06% | +190.5% |
| Q1 2019 | $81,000 | -5.8% | 391 | -21.8% | 0.02% | +16.7% |
| Q4 2018 | $86,000 | -1.1% | 500 | +20.2% | 0.02% | -55.0% |
| Q3 2018 | $87,000 | +690.9% | 416 | +520.9% | 0.04% | +1233.3% |
| Q3 2017 | $11,000 | -100.0% | 67 | -86.3% | 0.00% | -82.4% |
| Q2 2017 | $71,000,000 | +610.0% | 488 | +628.4% | 0.02% | +466.7% |
| Q1 2017 | $10,000,000 | -52.4% | 67 | -59.9% | 0.00% | -25.0% |
| Q4 2016 | $21,000,000 | +99900.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $21,000 | +200.0% | 167 | +149.3% | 0.00% | +100.0% |
| Q2 2016 | $7,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | 0.0% | 67 | 0.0% | 0.00% | -33.3% |
| Q4 2015 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | +50.0% |
| Q3 2015 | $6,000 | -40.0% | 67 | -33.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | – | 100 | – | 0.00% | – |
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% |