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 | $310,313 | -3.0% | 814 | -0.2% | 0.14% | -0.7% |
| Q2 2023 | $319,779 | -12.8% | 816 | -24.5% | 0.14% | -22.7% |
| Q1 2023 | $366,865 | +19.9% | 1,081 | -1.0% | 0.18% | -6.9% |
| Q4 2022 | $305,997 | +1.7% | 1,092 | +0.1% | 0.19% | -8.3% |
| Q3 2022 | $301,000 | -30.2% | 1,091 | -1.8% | 0.21% | -22.3% |
| Q2 2022 | $431,000 | 0.0% | 1,111 | 0.0% | 0.26% | -9.9% |
| Q1 2022 | $431,000 | -11.5% | 1,111 | +0.1% | 0.29% | +3.5% |
| Q4 2021 | $487,000 | +3.8% | 1,110 | -4.6% | 0.28% | -6.3% |
| Q3 2021 | $469,000 | -0.8% | 1,163 | -0.7% | 0.30% | -10.1% |
| Q2 2021 | $473,000 | +1.9% | 1,171 | -9.0% | 0.34% | -18.6% |
| Q1 2021 | $464,000 | +1.5% | 1,287 | -1.7% | 0.41% | +2.2% |
| Q4 2020 | $457,000 | – | 1,309 | – | 0.40% | – |
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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% |