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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,960 | -2.7% | 594 | 0.0% | 0.06% | +9.6% |
| Q2 2023 | $233,308 | +15.8% | 594 | 0.0% | 0.05% | -17.5% |
| Q1 2023 | $201,507 | -12.4% | 594 | +0.2% | 0.06% | -18.2% |
| Q1 2022 | $230,000 | -14.5% | 593 | -3.3% | 0.08% | -12.5% |
| Q4 2021 | $269,000 | +8.5% | 613 | -0.2% | 0.09% | -7.4% |
| Q3 2021 | $248,000 | +0.4% | 614 | +0.2% | 0.10% | -1.0% |
| Q2 2021 | $247,000 | +9.8% | 613 | -1.8% | 0.10% | -16.5% |
| Q1 2021 | $225,000 | -10.4% | 624 | -13.2% | 0.12% | -22.3% |
| Q4 2020 | $251,000 | +12.6% | 719 | 0.0% | 0.15% | -9.8% |
| Q3 2020 | $223,000 | +11.5% | 719 | +0.1% | 0.16% | +12.3% |
| Q2 2020 | $200,000 | +31.6% | 718 | 0.0% | 0.15% | +1.4% |
| Q1 2020 | $152,000 | – | 718 | – | 0.14% | – |
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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% |