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 | $4,135,920 | -0.1% | 10,539 | 0.0% | 0.56% | +0.5% |
| Q2 2023 | $4,140,457 | -9.9% | 10,539 | -22.2% | 0.56% | -21.4% |
| Q1 2023 | $4,594,053 | +20.6% | 13,539 | -0.5% | 0.71% | +21.3% |
| Q4 2022 | $3,809,960 | +0.5% | 13,607 | -0.8% | 0.59% | -7.3% |
| Q3 2022 | $3,791,000 | -6.1% | 13,714 | 0.0% | 0.63% | +2.6% |
| Q2 2022 | $4,037,000 | -24.3% | 13,714 | 0.0% | 0.62% | -17.2% |
| Q1 2022 | $5,330,000 | -11.8% | 13,714 | -0.4% | 0.74% | -13.4% |
| Q4 2021 | $6,044,000 | +8.8% | 13,766 | 0.0% | 0.86% | -2.2% |
| Q3 2021 | $5,557,000 | -0.4% | 13,766 | -0.4% | 0.88% | -1.9% |
| Q2 2021 | $5,581,000 | +11.8% | 13,815 | -0.1% | 0.90% | +4.7% |
| Q1 2021 | $4,991,000 | +3.1% | 13,832 | 0.0% | 0.86% | -5.2% |
| Q4 2020 | $4,839,000 | +11.8% | 13,832 | -1.2% | 0.90% | -5.7% |
| Q3 2020 | $4,327,000 | +10.7% | 14,000 | 0.0% | 0.96% | +4.5% |
| Q2 2020 | $3,908,000 | +31.5% | 14,000 | -0.2% | 0.92% | +14.4% |
| Q1 2020 | $2,972,000 | -12.5% | 14,032 | 0.0% | 0.80% | +12.2% |
| Q4 2019 | $3,398,000 | +8.1% | 14,032 | 0.0% | 0.71% | +2.9% |
| Q3 2019 | $3,144,000 | +3.9% | 14,032 | 0.0% | 0.69% | -2.0% |
| Q2 2019 | $3,026,000 | +4.6% | 14,032 | 0.0% | 0.71% | -1.1% |
| Q1 2019 | $2,894,000 | +20.1% | 14,032 | 0.0% | 0.72% | +1.3% |
| Q4 2018 | $2,409,000 | – | 14,032 | – | 0.71% | – |
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% |