ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $205,000 | -69.5% | 460 | -74.0% | 0.07% | -74.2% |
| Q1 2021 | $672,000 | +5.5% | 1,769 | 0.0% | 0.27% | +2.3% |
| Q4 2020 | $637,000 | +4.6% | 1,769 | -11.9% | 0.26% | -25.8% |
| Q2 2020 | $609,000 | +14.7% | 2,009 | -5.6% | 0.36% | -22.1% |
| Q1 2020 | $531,000 | +100.4% | 2,128 | +112.8% | 0.46% | +91.6% |
| Q4 2019 | $265,000 | +15.7% | 1,000 | 0.0% | 0.24% | +0.4% |
| Q3 2019 | $229,000 | – | 1,000 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |