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 | $3,470,264 | -2.5% | 9,071 | +0.1% | 0.37% | +14.4% |
| Q2 2023 | $3,560,131 | +17.0% | 9,062 | +1.0% | 0.32% | +11.5% |
| Q1 2023 | $3,043,974 | +39.5% | 8,971 | +15.1% | 0.29% | +17.1% |
| Q4 2022 | $2,181,957 | -21.2% | 7,793 | -22.2% | 0.24% | -31.9% |
| Q3 2022 | $2,769,000 | +0.8% | 10,019 | +7.3% | 0.36% | -12.0% |
| Q2 2022 | $2,748,000 | -21.4% | 9,334 | +3.7% | 0.41% | +4.3% |
| Q1 2022 | $3,497,000 | -3.2% | 8,998 | +9.4% | 0.39% | +4.0% |
| Q4 2021 | $3,612,000 | +9.1% | 8,226 | +0.3% | 0.38% | -0.5% |
| Q3 2021 | $3,310,000 | +0.8% | 8,200 | +0.9% | 0.38% | -5.5% |
| Q2 2021 | $3,284,000 | +23.7% | 8,130 | +10.5% | 0.40% | -24.8% |
| Q1 2021 | $2,655,000 | -5.5% | 7,357 | -8.4% | 0.53% | -9.4% |
| Q4 2020 | $2,810,000 | +2.1% | 8,032 | -9.8% | 0.59% | +32.4% |
| Q3 2020 | $2,752,000 | +10.4% | 8,904 | -0.3% | 0.44% | +4.0% |
| Q2 2020 | $2,492,000 | +41.4% | 8,928 | +7.3% | 0.43% | +13.6% |
| Q1 2020 | $1,762,000 | -12.7% | 8,320 | -0.2% | 0.38% | +17.5% |
| Q4 2019 | $2,018,000 | +12.3% | 8,334 | +0.7% | 0.32% | +0.3% |
| Q3 2019 | $1,797,000 | -0.5% | 8,280 | -1.1% | 0.32% | +20.4% |
| Q2 2019 | $1,806,000 | +3.9% | 8,374 | -0.6% | 0.26% | -18.0% |
| Q1 2019 | $1,738,000 | +28.2% | 8,426 | +6.7% | 0.32% | +15.8% |
| Q4 2018 | $1,356,000 | -17.8% | 7,900 | +0.3% | 0.28% | -2.4% |
| Q3 2018 | $1,649,000 | +14.8% | 7,877 | +5.7% | 0.29% | +10.0% |
| Q2 2018 | $1,437,000 | +10.9% | 7,452 | +3.1% | 0.26% | +5.7% |
| Q1 2018 | $1,296,000 | +8.3% | 7,225 | +1.9% | 0.25% | +11.3% |
| Q4 2017 | $1,197,000 | +82.5% | 7,090 | +67.8% | 0.22% | -3.5% |
| Q3 2017 | $656,000 | +12.3% | 4,225 | +0.2% | 0.23% | +4.6% |
| Q1 2017 | $584,000 | +18.7% | 4,216 | +6.1% | 0.22% | +12.3% |
| Q4 2016 | $492,000 | +7.2% | 3,973 | +7.1% | 0.20% | -1.0% |
| Q3 2016 | $459,000 | +21.4% | 3,711 | +8.1% | 0.20% | +23.9% |
| Q2 2016 | $378,000 | – | 3,433 | – | 0.16% | – |
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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% |