ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,132 | -47.2% | 1,620 | -45.7% | 0.00% | -50.0% |
| Q2 2023 | $1,172,717 | +15.5% | 2,985 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $1,014,906 | +19.0% | 2,991 | -1.8% | 0.00% | 0.0% |
| Q4 2022 | $853,160 | +77.4% | 3,047 | +75.3% | 0.00% | +100.0% |
| Q3 2022 | $481,000 | -5.1% | 1,738 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $507,000 | -20.4% | 1,719 | +4.8% | 0.00% | 0.0% |
| Q1 2022 | $637,000 | -28.1% | 1,641 | -18.7% | 0.00% | 0.0% |
| Q4 2021 | $886,000 | +8.4% | 2,019 | -0.4% | 0.00% | -50.0% |
| Q3 2021 | $817,000 | +17.0% | 2,027 | +17.4% | 0.00% | +100.0% |
| Q2 2021 | $698,000 | +12.6% | 1,726 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $620,000 | +1.0% | 1,717 | -2.1% | 0.00% | 0.0% |
| Q4 2020 | $614,000 | +65.9% | 1,754 | +46.4% | 0.00% | 0.0% |
| Q3 2020 | $370,000 | +10.8% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $334,000 | +50.5% | 1,198 | +14.3% | 0.00% | 0.0% |
| Q1 2020 | $222,000 | -12.3% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $253,000 | +2.0% | 1,048 | -8.7% | 0.00% | 0.0% |
| Q3 2019 | $248,000 | +9.7% | 1,148 | +9.5% | 0.00% | 0.0% |
| Q2 2019 | $226,000 | +4.6% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $216,000 | +20.0% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $180,000 | -17.8% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $219,000 | +8.4% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $202,000 | +7.4% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $188,000 | +6.2% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $177,000 | +8.6% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $163,000 | +7.2% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $152,000 | +4.8% | 1,048 | 0.0% | 0.00% | – |
| Q1 2017 | $145,000 | +11.5% | 1,048 | 0.0% | 0.00% | – |
| Q4 2016 | $130,000 | 0.0% | 1,048 | 0.0% | 0.00% | – |
| Q3 2016 | $130,000 | +13.0% | 1,048 | 0.0% | 0.00% | – |
| Q2 2016 | $115,000 | -0.9% | 1,048 | 0.0% | 0.00% | – |
| Q1 2016 | $116,000 | 0.0% | 1,048 | 0.0% | 0.00% | – |
| Q4 2015 | $116,000 | +10.5% | 1,048 | -0.2% | 0.00% | – |
| Q3 2015 | $105,000 | -3.7% | 1,050 | 0.0% | 0.00% | – |
| Q2 2015 | $109,000 | +0.9% | 1,050 | 0.0% | 0.00% | – |
| Q1 2015 | $108,000 | +0.9% | 1,050 | 0.0% | 0.00% | – |
| Q4 2014 | $107,000 | +3.9% | 1,050 | 0.0% | 0.00% | – |
| Q3 2014 | $103,000 | +3.0% | 1,050 | 0.0% | 0.00% | – |
| Q2 2014 | $100,000 | +4.2% | 1,050 | 0.0% | 0.00% | – |
| Q1 2014 | $96,000 | +2.1% | 1,050 | 0.0% | 0.00% | – |
| Q4 2013 | $94,000 | +11.9% | 1,050 | 0.0% | 0.00% | – |
| Q3 2013 | $84,000 | +7.7% | 1,050 | 0.0% | 0.00% | – |
| Q2 2013 | $78,000 | – | 1,050 | – | 0.00% | – |
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% |