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 | $7,570,511 | +5.7% | 19,809 | +8.6% | 0.01% | +10.0% |
| Q2 2023 | $7,163,887 | -29.5% | 18,235 | -39.1% | 0.01% | -33.3% |
| Q1 2023 | $10,158,091 | +25.7% | 29,937 | +3.7% | 0.02% | +25.0% |
| Q4 2022 | $8,083,439 | +4.8% | 28,870 | +3.5% | 0.01% | -7.7% |
| Q3 2022 | $7,710,000 | -25.5% | 27,894 | -20.7% | 0.01% | -18.8% |
| Q2 2022 | $10,355,000 | +19.6% | 35,172 | +57.9% | 0.02% | +33.3% |
| Q1 2022 | $8,659,000 | +88.2% | 22,281 | +112.6% | 0.01% | +100.0% |
| Q4 2021 | $4,602,000 | +23.2% | 10,482 | +13.2% | 0.01% | +20.0% |
| Q3 2021 | $3,736,000 | +9.7% | 9,256 | +9.7% | 0.01% | 0.0% |
| Q2 2021 | $3,407,000 | +12.8% | 8,435 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $3,021,000 | -5.9% | 8,371 | -8.8% | 0.01% | -16.7% |
| Q4 2020 | $3,212,000 | +25.9% | 9,180 | +11.2% | 0.01% | +20.0% |
| Q3 2020 | $2,552,000 | +10.1% | 8,257 | -0.6% | 0.01% | 0.0% |
| Q2 2020 | $2,318,000 | +85.6% | 8,303 | +40.2% | 0.01% | +66.7% |
| Q1 2020 | $1,249,000 | +4.2% | 5,921 | +19.5% | 0.00% | +50.0% |
| Q4 2019 | $1,199,000 | +15.6% | 4,956 | +4.0% | 0.00% | -33.3% |
| Q3 2019 | $1,037,000 | +4.0% | 4,766 | +3.3% | 0.00% | 0.0% |
| Q2 2019 | $997,000 | +13.7% | 4,613 | +8.5% | 0.00% | +50.0% |
| Q1 2019 | $877,000 | +18.5% | 4,253 | -1.0% | 0.00% | 0.0% |
| Q4 2018 | $740,000 | -19.6% | 4,298 | -2.3% | 0.00% | -33.3% |
| Q3 2018 | $920,000 | +8.0% | 4,398 | -0.7% | 0.00% | 0.0% |
| Q2 2018 | $852,000 | +136.7% | 4,429 | +120.8% | 0.00% | +200.0% |
| Q1 2018 | $360,000 | +56.5% | 2,006 | +47.6% | 0.00% | 0.0% |
| Q4 2017 | $230,000 | -48.0% | 1,359 | -66.0% | 0.00% | -50.0% |
| Q4 2015 | $442,000 | +49.8% | 3,994 | +35.7% | 0.00% | 0.0% |
| Q3 2015 | $295,000 | -58.6% | 2,943 | -57.3% | 0.00% | 0.0% |
| Q2 2015 | $712,000 | +100.6% | 6,886 | +100.0% | 0.00% | 0.0% |
| Q1 2015 | $355,000 | -15.9% | 3,443 | -16.8% | 0.00% | 0.0% |
| Q4 2014 | $422,000 | – | 4,137 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |