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 | $732,639 | -7.9% | 1,917 | -5.3% | 0.00% | 0.0% |
| Q2 2023 | $795,169 | -7.5% | 2,024 | -20.1% | 0.00% | 0.0% |
| Q1 2023 | $859,498 | +120956.1% | 2,533 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $710 | -99.9% | 2,535 | -12.4% | 0.00% | 0.0% |
| Q3 2022 | $800,000 | -10.2% | 2,895 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $891,000 | -41.0% | 3,026 | -22.1% | 0.00% | -50.0% |
| Q1 2022 | $1,509,000 | -34.3% | 3,883 | -25.8% | 0.00% | -20.0% |
| Q4 2021 | $2,297,000 | +0.1% | 5,232 | -7.9% | 0.01% | -16.7% |
| Q3 2021 | $2,294,000 | +92.3% | 5,683 | +92.5% | 0.01% | +100.0% |
| Q2 2021 | $1,193,000 | +15.3% | 2,952 | +2.9% | 0.00% | 0.0% |
| Q1 2021 | $1,035,000 | +33.2% | 2,868 | +29.1% | 0.00% | +50.0% |
| Q4 2020 | $777,000 | +8.2% | 2,222 | -4.3% | 0.00% | 0.0% |
| Q3 2020 | $718,000 | +1.3% | 2,323 | -8.5% | 0.00% | -33.3% |
| Q2 2020 | $709,000 | +34.5% | 2,539 | +2.0% | 0.00% | +50.0% |
| Q1 2020 | $527,000 | -39.0% | 2,489 | -30.2% | 0.00% | -33.3% |
| Q4 2019 | $864,000 | +3.1% | 3,566 | -7.7% | 0.00% | 0.0% |
| Q3 2019 | $838,000 | -9.1% | 3,863 | -9.7% | 0.00% | -25.0% |
| Q2 2019 | $922,000 | +120.6% | 4,277 | +111.2% | 0.00% | +100.0% |
| Q1 2019 | $418,000 | +20.1% | 2,025 | -0.0% | 0.00% | 0.0% |
| Q4 2018 | $348,000 | -85.7% | 2,026 | -82.6% | 0.00% | -86.7% |
| Q3 2018 | $2,438,000 | -41.8% | 11,623 | -46.4% | 0.02% | -46.4% |
| Q2 2018 | $4,186,000 | +584.0% | 21,704 | +536.1% | 0.03% | +600.0% |
| Q1 2018 | $612,000 | -5.3% | 3,412 | -10.9% | 0.00% | -20.0% |
| Q4 2017 | $646,000 | +20.5% | 3,829 | +10.9% | 0.01% | +25.0% |
| Q3 2017 | $536,000 | +144.7% | 3,452 | +128.2% | 0.00% | +100.0% |
| Q2 2017 | $219,000 | +4.8% | 1,513 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $209,000 | -18.0% | 1,513 | -26.7% | 0.00% | 0.0% |
| Q4 2016 | $255,000 | -13.6% | 2,063 | -13.7% | 0.00% | -33.3% |
| Q3 2016 | $295,000 | +8.9% | 2,390 | -1.2% | 0.00% | +50.0% |
| Q2 2016 | $271,000 | +1.1% | 2,420 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $268,000 | +24.7% | 2,420 | +24.4% | 0.00% | +50.0% |
| Q4 2015 | $215,000 | – | 1,945 | – | 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% |