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 | $1,805,938 | -3.3% | 4,725 | -0.6% | 0.82% | -2.4% |
| Q2 2023 | $1,867,845 | +14.2% | 4,754 | -1.3% | 0.84% | +0.7% |
| Q1 2023 | $1,634,956 | +16.4% | 4,818 | -3.9% | 0.83% | +3.0% |
| Q4 2022 | $1,404,555 | -0.2% | 5,016 | -1.6% | 0.81% | -4.6% |
| Q3 2022 | $1,408,000 | -13.7% | 5,097 | -8.1% | 0.85% | -9.1% |
| Q2 2022 | $1,632,000 | -20.8% | 5,546 | +4.5% | 0.93% | -4.7% |
| Q1 2022 | $2,061,000 | -17.3% | 5,305 | -6.6% | 0.98% | -15.5% |
| Q4 2021 | $2,492,000 | +1.7% | 5,677 | -6.5% | 1.16% | -4.1% |
| Q3 2021 | $2,451,000 | -1.9% | 6,074 | -1.8% | 1.21% | -6.9% |
| Q2 2021 | $2,499,000 | +9.0% | 6,186 | -2.7% | 1.30% | -0.8% |
| Q1 2021 | $2,293,000 | -2.3% | 6,355 | -5.3% | 1.31% | -8.2% |
| Q4 2020 | $2,348,000 | +9.5% | 6,713 | -3.3% | 1.42% | -7.5% |
| Q3 2020 | $2,145,000 | +4.3% | 6,941 | -5.8% | 1.54% | -5.2% |
| Q2 2020 | $2,057,000 | +26.0% | 7,369 | -4.5% | 1.62% | -4.5% |
| Q1 2020 | $1,633,000 | -13.7% | 7,715 | -1.3% | 1.70% | +6.8% |
| Q4 2019 | $1,892,000 | – | 7,815 | – | 1.59% | – |
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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% |