ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 245 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $42,440 | +9.4% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $38,781 | +14.7% | 450 | +500.0% | 0.00% | 0.0% |
| Q4 2023 | $33,804 | +17.8% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $28,693 | -2.6% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $29,465 | +15.8% | 75 | 0.0% | 0.00% | – |
| Q1 2023 | $25,449 | +21.2% | 75 | 0.0% | 0.00% | – |
| Q4 2022 | $21,000 | +1.3% | 75 | 0.0% | 0.00% | – |
| Q3 2022 | $20,731 | -6.1% | 75 | 0.0% | 0.00% | – |
| Q2 2022 | $22,079 | -24.2% | 75 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $29,147 | -3.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,274 | -0.1% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,299 | +12.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,064 | +3.2% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $26,237 | +13.2% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,180 | +10.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,936 | +31.8% | 75 | 0.0% | 0.00% | – |
| Q1 2020 | $15,883 | -12.5% | 75 | 0.0% | 0.00% | – |
| Q4 2019 | $18,161 | – | 75 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |