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 | $111,597 | -31.9% | 292 | -30.0% | 0.00% | -50.0% |
| Q2 2023 | $163,827 | -40.0% | 417 | -48.2% | 0.00% | -33.3% |
| Q1 2023 | $273,152 | +76.4% | 805 | +45.6% | 0.00% | +50.0% |
| Q4 2022 | $154,840 | -10.0% | 553 | -11.2% | 0.00% | 0.0% |
| Q3 2022 | $172,000 | -21.1% | 623 | -15.9% | 0.00% | 0.0% |
| Q2 2022 | $218,000 | -24.3% | 741 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $288,000 | -24.6% | 741 | -14.7% | 0.00% | 0.0% |
| Q4 2021 | $382,000 | +137.3% | 869 | +117.2% | 0.00% | +50.0% |
| Q3 2021 | $161,000 | -0.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $162,000 | +326.3% | 400 | +267.0% | 0.00% | – |
| Q4 2020 | $38,000 | +11.8% | 109 | -45.5% | 0.00% | -100.0% |
| Q4 2018 | $34,000 | -19.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $42,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $39,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | -28.0% | 200 | -32.4% | 0.00% | 0.0% |
| Q4 2017 | $50,000 | +61.3% | 296 | +48.0% | 0.00% | 0.0% |
| Q3 2017 | $31,000 | +6.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $29,000 | +3.6% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $28,000 | +12.0% | 200 | 0.0% | 0.00% | – |
| Q4 2016 | $25,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2016 | $25,000 | +13.6% | 200 | 0.0% | 0.00% | -100.0% |
| Q2 2016 | $22,000 | +4.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $21,000 | -4.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $22,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $20,000 | -4.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | – |
| Q4 2014 | $20,000 | +11.1% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $18,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q3 2013 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | – |
| Q2 2013 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2013 | $15,000 | +15.4% | 200 | 0.0% | 0.00% | – |
| Q4 2012 | $13,000 | -7.1% | 200 | 0.0% | 0.00% | – |
| Q3 2012 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | – |
| Q2 2012 | $13,000 | -7.1% | 200 | 0.0% | 0.00% | – |
| Q1 2012 | $14,000 | +16.7% | 200 | 0.0% | 0.00% | – |
| Q4 2011 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | – |
| Q3 2011 | $11,000 | -8.3% | 200 | 0.0% | 0.00% | – |
| Q2 2011 | $12,000 | -7.7% | 200 | 0.0% | 0.00% | – |
| Q1 2011 | $13,000 | +8.3% | 200 | 0.0% | 0.00% | – |
| Q4 2010 | $12,000 | – | 200 | – | 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% |