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 | $19,262 | -1.8% | 50,399 | +0.9% | 0.04% | 0.0% |
| Q2 2023 | $19,625 | +18.1% | 49,953 | +2.0% | 0.04% | +14.3% |
| Q1 2023 | $16,619 | +23.9% | 48,978 | +2.2% | 0.04% | +9.4% |
| Q4 2022 | $13,412 | -99.9% | 47,901 | +1.4% | 0.03% | -5.9% |
| Q3 2022 | $13,053,000 | -3.7% | 47,224 | +2.6% | 0.03% | -2.9% |
| Q2 2022 | $13,553,000 | -26.9% | 46,039 | -3.5% | 0.04% | -16.7% |
| Q1 2022 | $18,544,000 | -11.1% | 47,718 | +0.4% | 0.04% | -10.6% |
| Q4 2021 | $20,866,000 | +10.8% | 47,529 | +1.9% | 0.05% | 0.0% |
| Q3 2021 | $18,833,000 | +1.1% | 46,657 | +1.2% | 0.05% | 0.0% |
| Q2 2021 | $18,621,000 | -1.1% | 46,095 | -11.7% | 0.05% | -11.3% |
| Q1 2021 | $18,831,000 | -4.5% | 52,186 | -7.4% | 0.05% | -10.2% |
| Q4 2020 | $19,716,000 | +10.4% | 56,358 | -2.4% | 0.06% | -3.3% |
| Q3 2020 | $17,852,000 | +18.5% | 57,763 | +7.0% | 0.06% | +7.0% |
| Q2 2020 | $15,066,000 | +64.5% | 53,975 | +24.8% | 0.06% | +32.6% |
| Q1 2020 | $9,159,000 | -12.0% | 43,254 | +0.7% | 0.04% | +7.5% |
| Q4 2019 | $10,403,000 | +13.2% | 42,962 | +1.4% | 0.04% | +2.6% |
| Q3 2019 | $9,191,000 | +1.0% | 42,351 | +0.3% | 0.04% | -2.5% |
| Q2 2019 | $9,104,000 | +9.5% | 42,217 | +4.7% | 0.04% | +5.3% |
| Q1 2019 | $8,313,000 | +46.1% | 40,314 | +21.7% | 0.04% | +26.7% |
| Q4 2018 | $5,688,000 | -14.9% | 33,127 | +3.8% | 0.03% | -6.2% |
| Q3 2018 | $6,680,000 | +10.7% | 31,906 | +2.0% | 0.03% | 0.0% |
| Q2 2018 | $6,034,000 | +1.7% | 31,280 | -5.4% | 0.03% | 0.0% |
| Q1 2018 | $5,936,000 | +3.3% | 33,083 | -2.8% | 0.03% | +3.2% |
| Q4 2017 | $5,747,000 | – | 34,050 | – | 0.03% | – |
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% |