ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 193 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,149 | -37.5% | 535 | -53.0% | 0.02% | -44.4% |
| Q2 2022 | $336,000 | -34.0% | 1,139 | -13.1% | 0.03% | -20.6% |
| Q1 2022 | $509,000 | -11.6% | 1,311 | -0.1% | 0.03% | -5.6% |
| Q4 2021 | $576,000 | -5.7% | 1,312 | -13.3% | 0.04% | -12.2% |
| Q3 2021 | $611,000 | -2.4% | 1,514 | -2.3% | 0.04% | -2.4% |
| Q2 2021 | $626,000 | +6.8% | 1,550 | -4.6% | 0.04% | 0.0% |
| Q1 2021 | $586,000 | +17.7% | 1,625 | +14.3% | 0.04% | +23.5% |
| Q4 2020 | $498,000 | +10.4% | 1,422 | -2.6% | 0.03% | -10.5% |
| Q3 2020 | $451,000 | -6.2% | 1,460 | -14.8% | 0.04% | -17.4% |
| Q2 2020 | $481,000 | – | 1,713 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |