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 | $63 | -3.1% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $65 | +20.4% | 166 | +4.4% | 0.00% | +33.3% |
| Q1 2023 | $54 | +20.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $45 | -99.8% | 159 | +120.8% | 0.00% | +200.0% |
| Q3 2022 | $20,000 | -4.8% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -25.0% | 72 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $28,000 | -12.5% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +10.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +11.5% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +10.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | +33.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -11.8% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +13.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | -6.2% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +14.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | – | 72 | – | 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% |