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 | $283,195 | -8.9% | 741 | -6.3% | 0.28% | -6.3% |
| Q2 2023 | $310,760 | +7.9% | 791 | -6.8% | 0.30% | -2.6% |
| Q1 2023 | $288,083 | +21.2% | 849 | 0.0% | 0.31% | +12.0% |
| Q4 2022 | $237,720 | +2.0% | 849 | +0.6% | 0.28% | -7.4% |
| Q3 2022 | $233,000 | -6.0% | 844 | 0.0% | 0.30% | -4.5% |
| Q2 2022 | $248,000 | -28.9% | 844 | -5.9% | 0.31% | +2.3% |
| Q1 2022 | $349,000 | -11.4% | 897 | 0.0% | 0.30% | -8.1% |
| Q4 2021 | $394,000 | +8.8% | 897 | 0.0% | 0.33% | +5.4% |
| Q3 2021 | $362,000 | 0.0% | 897 | 0.0% | 0.32% | -0.3% |
| Q2 2021 | $362,000 | +7.4% | 897 | -4.0% | 0.32% | +1.0% |
| Q1 2021 | $337,000 | 0.0% | 934 | -3.1% | 0.31% | -3.4% |
| Q4 2020 | $337,000 | – | 964 | – | 0.32% | – |
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% |