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 | $541,931 | -15.1% | 1,418 | -12.7% | 0.14% | -12.3% |
| Q2 2023 | $638,430 | +11.0% | 1,625 | -4.1% | 0.16% | +6.9% |
| Q1 2023 | $575,161 | -26.1% | 1,695 | -39.0% | 0.14% | -27.5% |
| Q4 2022 | $777,850 | -76.1% | 2,778 | -76.4% | 0.20% | -78.0% |
| Q3 2022 | $3,258,000 | -0.2% | 11,787 | +6.2% | 0.91% | +0.2% |
| Q2 2022 | $3,266,000 | -54.9% | 11,094 | -40.4% | 0.91% | -43.7% |
| Q1 2022 | $7,237,000 | -5.6% | 18,621 | +6.6% | 1.61% | -0.9% |
| Q4 2021 | $7,669,000 | +13.3% | 17,469 | +4.2% | 1.62% | +1.8% |
| Q3 2021 | $6,768,000 | +7.3% | 16,768 | +9.9% | 1.60% | +9.8% |
| Q2 2021 | $6,309,000 | -6.1% | 15,253 | -18.0% | 1.45% | -12.9% |
| Q1 2021 | $6,716,000 | +4.6% | 18,611 | +1.4% | 1.67% | -6.8% |
| Q4 2020 | $6,421,000 | – | 18,356 | – | 1.79% | – |
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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% |