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 | $821,687 | +26.8% | 2,150 | +30.3% | 0.00% | +50.0% |
| Q2 2023 | $648,236 | +9.2% | 1,650 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $593,810 | -98.5% | 1,750 | -98.9% | 0.00% | -97.5% |
| Q4 2022 | $39,667,773 | +8599.1% | 163,731 | +9823.1% | 0.08% | +3900.0% |
| Q3 2022 | $456,000 | -20.6% | 1,650 | -15.4% | 0.00% | -33.3% |
| Q2 2022 | $574,000 | -24.3% | 1,950 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $758,000 | -11.4% | 1,950 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $856,000 | +8.8% | 1,950 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $787,000 | -0.1% | 1,950 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $788,000 | -20.6% | 1,950 | -29.1% | 0.00% | -25.0% |
| Q1 2021 | $993,000 | -21.9% | 2,751 | -24.3% | 0.00% | -33.3% |
| Q4 2020 | $1,271,000 | +13.2% | 3,633 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,123,000 | +7.0% | 3,633 | -3.4% | 0.01% | 0.0% |
| Q2 2020 | $1,050,000 | +33.4% | 3,762 | +1.2% | 0.01% | +20.0% |
| Q1 2020 | $787,000 | +0.4% | 3,717 | +2.9% | 0.01% | +25.0% |
| Q3 2019 | $784,000 | +0.5% | 3,614 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $780,000 | -4.1% | 3,614 | -8.4% | 0.00% | 0.0% |
| Q1 2019 | $813,000 | +29.0% | 3,944 | +7.5% | 0.00% | 0.0% |
| Q4 2018 | $630,000 | -18.0% | 3,669 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $768,000 | +44.6% | 3,669 | +33.2% | 0.00% | +33.3% |
| Q2 2018 | $531,000 | -5.0% | 2,754 | -11.6% | 0.00% | 0.0% |
| Q1 2018 | $559,000 | +16.9% | 3,114 | +9.9% | 0.00% | 0.0% |
| Q4 2017 | $478,000 | +8.6% | 2,833 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $440,000 | +6.5% | 2,833 | -0.9% | 0.00% | 0.0% |
| Q2 2017 | $413,000 | -4.2% | 2,858 | -8.0% | 0.00% | -33.3% |
| Q1 2017 | $431,000 | +11.1% | 3,108 | -0.8% | 0.00% | +50.0% |
| Q4 2016 | $388,000 | +18.7% | 3,133 | +18.5% | 0.00% | 0.0% |
| Q3 2016 | $327,000 | +11.6% | 2,644 | -0.9% | 0.00% | 0.0% |
| Q2 2016 | $293,000 | -4.2% | 2,669 | -3.5% | 0.00% | 0.0% |
| Q1 2016 | $306,000 | -9.7% | 2,767 | -9.9% | 0.00% | 0.0% |
| Q4 2015 | $339,000 | +10.1% | 3,071 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $308,000 | -38.8% | 3,071 | -36.8% | 0.00% | -33.3% |
| Q2 2015 | $503,000 | +3.3% | 4,861 | +3.1% | 0.00% | 0.0% |
| Q1 2015 | $487,000 | +10.9% | 4,716 | +9.6% | 0.00% | 0.0% |
| Q4 2014 | $439,000 | +8.7% | 4,304 | +4.3% | 0.00% | 0.0% |
| Q3 2014 | $404,000 | – | 4,128 | – | 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% |