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 | $204,467 | -2.7% | 535 | 0.0% | 0.05% | -5.8% |
| Q2 2023 | $210,186 | +15.8% | 535 | 0.0% | 0.05% | +10.6% |
| Q1 2023 | $181,537 | +21.2% | 535 | 0.0% | 0.05% | +9.3% |
| Q4 2022 | $149,800 | -8.7% | 535 | -10.1% | 0.04% | -17.3% |
| Q3 2022 | $164,000 | -6.3% | 595 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $175,000 | +101.1% | 595 | +164.4% | 0.05% | +108.0% |
| Q1 2022 | $87,000 | -66.7% | 225 | -62.2% | 0.02% | -68.4% |
| Q4 2021 | $261,000 | -10.9% | 595 | -17.9% | 0.08% | -18.6% |
| Q3 2021 | $293,000 | 0.0% | 725 | 0.0% | 0.10% | -3.0% |
| Q2 2021 | $293,000 | -21.2% | 725 | -29.6% | 0.10% | -32.0% |
| Q1 2021 | $372,000 | -9.9% | 1,030 | -12.7% | 0.15% | -15.5% |
| Q4 2020 | $413,000 | +5.4% | 1,180 | -6.9% | 0.17% | -10.3% |
| Q3 2020 | $392,000 | – | 1,267 | – | 0.19% | – |
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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% |