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 | $972,266 | +12.1% | 2,544 | +15.3% | 0.40% | +12.0% |
| Q2 2023 | $867,064 | +15.9% | 2,207 | +0.1% | 0.36% | +8.5% |
| Q1 2023 | $748,201 | +21.2% | 2,205 | 0.0% | 0.33% | +12.6% |
| Q4 2022 | $617,400 | +12.9% | 2,205 | +11.4% | 0.29% | +3.9% |
| Q3 2022 | $547,000 | -6.5% | 1,980 | -0.3% | 0.28% | -2.4% |
| Q2 2022 | $585,000 | -40.4% | 1,986 | -21.3% | 0.29% | -30.1% |
| Q1 2022 | $981,000 | -13.1% | 2,524 | -1.8% | 0.42% | -12.3% |
| Q4 2021 | $1,129,000 | -2.3% | 2,571 | -10.1% | 0.47% | -11.4% |
| Q3 2021 | $1,155,000 | +12.6% | 2,861 | +14.7% | 0.53% | +11.7% |
| Q2 2021 | $1,026,000 | +9.6% | 2,494 | -3.8% | 0.48% | -0.4% |
| Q1 2021 | $936,000 | -15.3% | 2,593 | -17.9% | 0.48% | -20.8% |
| Q4 2020 | $1,105,000 | +28.6% | 3,159 | +13.7% | 0.61% | +11.2% |
| Q3 2020 | $859,000 | +26.5% | 2,778 | +14.1% | 0.54% | +14.5% |
| Q2 2020 | $679,000 | +55.4% | 2,434 | +17.9% | 0.48% | +24.9% |
| Q1 2020 | $437,000 | – | 2,064 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |