ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 214 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,173,945 | +9.0% | 33,654 | -0.4% | 0.34% | +10.9% |
| Q1 2024 | $2,911,657 | +9.7% | 33,786 | +470.4% | 0.31% | -0.3% |
| Q4 2023 | $2,654,558 | -2.3% | 5,923 | -16.7% | 0.31% | -9.3% |
| Q3 2023 | $2,716,261 | -11.7% | 7,107 | -9.3% | 0.34% | -13.8% |
| Q2 2023 | $3,077,314 | +8.7% | 7,833 | -6.1% | 0.40% | -4.1% |
| Q1 2023 | $2,829,745 | +4.2% | 8,339 | -14.0% | 0.42% | -2.6% |
| Q4 2022 | $2,716,679 | -83.4% | 9,702 | -83.6% | 0.43% | -85.7% |
| Q3 2022 | $16,317,258 | -1.6% | 59,033 | +4.8% | 2.99% | -0.9% |
| Q2 2022 | $16,580,503 | -17.4% | 56,322 | +9.0% | 3.02% | -7.0% |
| Q1 2022 | $20,081,521 | -6.3% | 51,673 | +5.8% | 3.25% | -7.6% |
| Q4 2021 | $21,441,491 | +10.7% | 48,839 | +1.8% | 3.52% | +1.2% |
| Q3 2021 | $19,361,872 | +4.7% | 47,967 | +4.8% | 3.47% | +10.4% |
| Q2 2021 | $18,497,818 | +7.6% | 45,789 | -3.9% | 3.14% | -0.3% |
| Q1 2021 | $17,196,101 | -18.3% | 47,654 | -20.8% | 3.15% | -16.9% |
| Q4 2020 | $21,055,191 | +10.4% | 60,187 | -2.4% | 3.80% | -1.7% |
| Q3 2020 | $19,064,764 | +26.2% | 61,686 | +14.0% | 3.86% | +13.1% |
| Q2 2020 | $15,106,794 | +40.3% | 54,119 | +6.4% | 3.42% | +18.4% |
| Q1 2020 | $10,769,406 | – | 50,854 | – | 2.88% | – |
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% |