ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 168 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,675 | -2.1% | 749 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $293,872 | +18.5% | 748 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $248,002 | +31.3% | 748 | +10.8% | 0.01% | 0.0% |
| Q4 2022 | $188,866 | +2598.1% | 675 | +3275.0% | 0.01% | +1200.0% |
| Q4 2020 | $7,000 | +16.7% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +100.0% | 20 | +66.7% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $3,000 | +50.0% | 12 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $2,000 | – | 12 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |