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 | $9,468,242 | -3.2% | 24,758 | -0.6% | 0.01% | -22.2% |
| Q2 2023 | $9,783,466 | +14.2% | 24,908 | -1.4% | 0.02% | +12.5% |
| Q1 2023 | $8,566,589 | +16.8% | 25,272 | -3.4% | 0.02% | +6.7% |
| Q4 2022 | $7,332,464 | +8.8% | 26,173 | +7.4% | 0.02% | 0.0% |
| Q3 2022 | $6,741,000 | -5.3% | 24,376 | +0.9% | 0.02% | -6.2% |
| Q2 2022 | $7,118,000 | -8.8% | 24,163 | +11.8% | 0.02% | +6.7% |
| Q1 2022 | $7,808,000 | +3.9% | 21,614 | +26.4% | 0.02% | +7.1% |
| Q4 2021 | $7,516,000 | +10.3% | 17,101 | +1.5% | 0.01% | 0.0% |
| Q3 2021 | $6,812,000 | -0.0% | 16,847 | -0.1% | 0.01% | -6.7% |
| Q2 2021 | $6,815,000 | +30.0% | 16,864 | +16.2% | 0.02% | +15.4% |
| Q1 2021 | $5,242,000 | +18.7% | 14,515 | +15.0% | 0.01% | +8.3% |
| Q4 2020 | $4,415,000 | -7.6% | 12,624 | -18.4% | 0.01% | -14.3% |
| Q3 2020 | $4,780,000 | -25.6% | 15,469 | -32.8% | 0.01% | -36.4% |
| Q2 2020 | $6,421,000 | +82.3% | 23,004 | +38.3% | 0.02% | +57.1% |
| Q1 2020 | $3,523,000 | – | 16,630 | – | 0.01% | – |
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% |