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 | $2,079,834 | -5.9% | 5,442 | -3.2% | 0.10% | -8.7% |
| Q2 2023 | $2,209,510 | +15.7% | 5,624 | -0.1% | 0.12% | +5.5% |
| Q1 2023 | $1,909,356 | +19.4% | 5,627 | -1.5% | 0.11% | +9.0% |
| Q4 2022 | $1,599,360 | +1.3% | 5,712 | 0.0% | 0.10% | -16.7% |
| Q3 2022 | $1,579,000 | -6.5% | 5,712 | -0.4% | 0.12% | -19.5% |
| Q2 2022 | $1,688,000 | -24.9% | 5,733 | -0.9% | 0.15% | -12.4% |
| Q1 2022 | $2,248,000 | -11.9% | 5,784 | -0.4% | 0.17% | -9.6% |
| Q4 2021 | $2,551,000 | +2.0% | 5,810 | -6.3% | 0.19% | -7.8% |
| Q3 2021 | $2,502,000 | -1.6% | 6,199 | -1.5% | 0.20% | +26.7% |
| Q2 2021 | $2,542,000 | +11.3% | 6,293 | -0.5% | 0.16% | -1.8% |
| Q1 2021 | $2,283,000 | +2.0% | 6,326 | -1.1% | 0.16% | -11.8% |
| Q4 2020 | $2,238,000 | +10.7% | 6,396 | -2.2% | 0.19% | -8.4% |
| Q3 2020 | $2,022,000 | +6.6% | 6,541 | -3.7% | 0.20% | -21.9% |
| Q2 2020 | $1,896,000 | +30.8% | 6,794 | -0.7% | 0.26% | +24.4% |
| Q1 2020 | $1,449,000 | -13.8% | 6,841 | -1.4% | 0.21% | +5.0% |
| Q4 2019 | $1,681,000 | +11.0% | 6,941 | -0.6% | 0.20% | -3.4% |
| Q3 2019 | $1,515,000 | +0.3% | 6,980 | -0.4% | 0.21% | -5.9% |
| Q2 2019 | $1,511,000 | +3.3% | 7,006 | -1.3% | 0.22% | -10.2% |
| Q1 2019 | $1,463,000 | +18.9% | 7,096 | -0.9% | 0.24% | +3.0% |
| Q4 2018 | $1,230,000 | -20.7% | 7,162 | -3.4% | 0.24% | -29.5% |
| Q3 2018 | $1,552,000 | +10.6% | 7,413 | +1.9% | 0.34% | -6.1% |
| Q2 2018 | $1,403,000 | +11.7% | 7,275 | +1.0% | 0.36% | +6.2% |
| Q1 2018 | $1,256,000 | -3.9% | 7,203 | -2.4% | 0.34% | -2.6% |
| Q4 2017 | $1,307,000 | +12.0% | 7,382 | +0.3% | 0.35% | -30.4% |
| Q3 2017 | $1,167,000 | +3141.7% | 7,363 | -1.6% | 0.50% | +2823.5% |
| Q2 2017 | $36,000 | +89.5% | 7,486 | +5324.6% | 0.02% | +30.8% |
| Q1 2017 | $19,000 | – | 138 | – | 0.01% | – |
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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% |