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 | $966,450 | -2.7% | 2,529 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $993,482 | +15.8% | 2,529 | 0.0% | 0.13% | +8.5% |
| Q1 2023 | $858,054 | +26.2% | 2,529 | +4.1% | 0.12% | +24.5% |
| Q4 2022 | $680,029 | -27.5% | 2,429 | -28.4% | 0.09% | -33.8% |
| Q3 2022 | $938,000 | -3.3% | 3,394 | +3.1% | 0.14% | -5.3% |
| Q2 2022 | $970,000 | -28.6% | 3,293 | -5.7% | 0.15% | -18.9% |
| Q1 2022 | $1,358,000 | -11.8% | 3,493 | -0.3% | 0.18% | -13.6% |
| Q4 2021 | $1,539,000 | +11.9% | 3,505 | +2.9% | 0.21% | +1.9% |
| Q3 2021 | $1,375,000 | -0.1% | 3,405 | 0.0% | 0.21% | +1.4% |
| Q2 2021 | $1,376,000 | +10.7% | 3,405 | -1.2% | 0.21% | +3.0% |
| Q1 2021 | $1,243,000 | +3.2% | 3,445 | 0.0% | 0.20% | -10.7% |
| Q4 2020 | $1,205,000 | +16.5% | 3,445 | +3.0% | 0.22% | +4.7% |
| Q3 2020 | $1,034,000 | +14.1% | 3,345 | +3.1% | 0.22% | +7.5% |
| Q2 2020 | $906,000 | +44.7% | 3,245 | +9.8% | 0.20% | +21.2% |
| Q1 2020 | $626,000 | -5.6% | 2,955 | +7.8% | 0.16% | +19.6% |
| Q4 2019 | $663,000 | +3.6% | 2,740 | -7.1% | 0.14% | -2.8% |
| Q3 2019 | $640,000 | +0.6% | 2,950 | 0.0% | 0.14% | -0.7% |
| Q2 2019 | $636,000 | +4.6% | 2,950 | 0.0% | 0.14% | -1.4% |
| Q1 2019 | $608,000 | +16.0% | 2,950 | -3.3% | 0.14% | +2.1% |
| Q4 2018 | $524,000 | -18.0% | 3,050 | 0.0% | 0.14% | -2.7% |
| Q3 2018 | $639,000 | +8.7% | 3,050 | 0.0% | 0.15% | -1.4% |
| Q2 2018 | $588,000 | +8.9% | 3,050 | +1.3% | 0.15% | +2.1% |
| Q1 2018 | $540,000 | +6.3% | 3,010 | 0.0% | 0.14% | +5.8% |
| Q4 2017 | $508,000 | +15.7% | 3,010 | +6.4% | 0.14% | +9.6% |
| Q3 2017 | $439,000 | +11.1% | 2,830 | +3.7% | 0.12% | -5.3% |
| Q2 2017 | $395,000 | +4.5% | 2,730 | 0.0% | 0.13% | -2.9% |
| Q1 2017 | $378,000 | +23.1% | 2,730 | +10.1% | 0.14% | +16.2% |
| Q4 2016 | $307,000 | +8.9% | 2,480 | +8.8% | 0.12% | +3.5% |
| Q3 2016 | $282,000 | +12.4% | 2,280 | 0.0% | 0.11% | +8.7% |
| Q2 2016 | $251,000 | -0.4% | 2,280 | 0.0% | 0.10% | -4.6% |
| Q1 2016 | $252,000 | 0.0% | 2,280 | 0.0% | 0.11% | -12.8% |
| Q4 2015 | $252,000 | +10.0% | 2,280 | 0.0% | 0.12% | -1.6% |
| Q3 2015 | $229,000 | +10.6% | 2,280 | +13.4% | 0.13% | +16.5% |
| Q1 2015 | $207,000 | +1.0% | 2,010 | 0.0% | 0.11% | 0.0% |
| Q4 2014 | $205,000 | – | 2,010 | – | 0.11% | – |
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% |