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 | $76,818 | -2.7% | 201 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $78,967 | +15.8% | 201 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $68,203 | +21.2% | 201 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $56,280 | +0.5% | 201 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $56,000 | -5.1% | 201 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $59,000 | -24.4% | 201 | 0.0% | 0.01% | -28.6% |
| Q1 2022 | $78,000 | -11.4% | 201 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $88,000 | -7.4% | 201 | -14.5% | 0.01% | -20.0% |
| Q3 2021 | $95,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $95,000 | +9.2% | 235 | -2.1% | 0.01% | -16.7% |
| Q1 2021 | $87,000 | +4.8% | 240 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $83,000 | +12.2% | 240 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $74,000 | +10.4% | 240 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $67,000 | +31.4% | 240 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $51,000 | -12.1% | 240 | 0.0% | 0.01% | -26.3% |
| Q4 2019 | $58,000 | +11.5% | 240 | 0.0% | 0.02% | -26.9% |
| Q3 2019 | $52,000 | +2.0% | 240 | 0.0% | 0.03% | -16.1% |
| Q2 2019 | $51,000 | +4.1% | 240 | 0.0% | 0.03% | +29.2% |
| Q1 2019 | $49,000 | +19.5% | 240 | 0.0% | 0.02% | +20.0% |
| Q4 2018 | $41,000 | -18.0% | 240 | 0.0% | 0.02% | -31.0% |
| Q3 2018 | $50,000 | +6.4% | 240 | -1.6% | 0.03% | 0.0% |
| Q2 2018 | $47,000 | +6.8% | 244 | 0.0% | 0.03% | +16.0% |
| Q1 2018 | $44,000 | +7.3% | 244 | 0.0% | 0.02% | -3.8% |
| Q4 2017 | $41,000 | +5.1% | 244 | 0.0% | 0.03% | -10.3% |
| Q3 2017 | $39,000 | – | 244 | – | 0.03% | – |
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% |