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 | $304,597 | -2.7% | 797 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $313,117 | -0.7% | 797 | -14.2% | 0.10% | -26.3% |
| Q1 2023 | $315,228 | +21.2% | 929 | 0.0% | 0.14% | +21.2% |
| Q4 2022 | $260,120 | -13.3% | 929 | -14.5% | 0.11% | -22.6% |
| Q3 2022 | $300,000 | -6.2% | 1,087 | 0.0% | 0.15% | -1.4% |
| Q2 2022 | $320,000 | -29.0% | 1,087 | -6.3% | 0.15% | -19.1% |
| Q1 2022 | $451,000 | -12.4% | 1,160 | -1.2% | 0.18% | -6.2% |
| Q4 2021 | $515,000 | +8.6% | 1,174 | 0.0% | 0.20% | +1.0% |
| Q3 2021 | $474,000 | -23.4% | 1,174 | -23.4% | 0.19% | -21.5% |
| Q2 2021 | $619,000 | +9.9% | 1,533 | -1.7% | 0.25% | +5.1% |
| Q1 2021 | $563,000 | -2.1% | 1,560 | -5.2% | 0.23% | -2.5% |
| Q4 2020 | $575,000 | +4.5% | 1,645 | -7.6% | 0.24% | -8.0% |
| Q3 2020 | $550,000 | +13.9% | 1,780 | +2.9% | 0.26% | +3.2% |
| Q2 2020 | $483,000 | +38.8% | 1,730 | +5.2% | 0.25% | +9.5% |
| Q1 2020 | $348,000 | – | 1,644 | – | 0.23% | – |
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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% |