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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $334,358 | +21.2% | 985 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $275,892 | +27.1% | 985 | +25.5% | 0.01% | +20.0% |
| Q3 2022 | $217,000 | -16.9% | 785 | -11.5% | 0.01% | -16.7% |
| Q2 2022 | $261,000 | -24.3% | 887 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $345,000 | -2.0% | 887 | +10.6% | 0.01% | 0.0% |
| Q4 2021 | $352,000 | +8.6% | 802 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $324,000 | +4.5% | 802 | +4.6% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | +15.2% | 767 | +2.7% | 0.01% | 0.0% |
| Q1 2021 | $269,000 | +2.7% | 747 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $262,000 | +20.7% | 747 | +6.4% | 0.01% | +16.7% |
| Q3 2020 | $217,000 | – | 702 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 111,722 | $31,186,000 | 16.25% |
| JGP Wealth Management, LLC | 111,345 | $32,485,000 | 9.55% |
| Mathes Company, Inc. | 35,120 | $9,803,000 | 4.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 174,304 | $48,655,000 | 3.45% |
| Provident Wealth Management, LLC | 11,160 | $3,115,000 | 3.43% |
| Brouwer & Janachowski, LLC | 65,203 | $18,201,000 | 3.39% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 55,038 | $15,363,307 | 3.28% |
| Destination Wealth Management | 200,930 | $56,088,000 | 3.03% |
| Equitable Holdings, Inc. | 340,050 | $94,922,000 | 2.73% |
| Silversage Advisors | 9,073 | $2,344,000 | 2.43% |