ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,382,134 | -2.7% | 3,616 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $1,420,794 | +12.7% | 3,616 | -2.7% | 0.03% | +8.3% |
| Q1 2023 | $1,261,065 | +12.7% | 3,716 | -7.0% | 0.02% | +4.3% |
| Q4 2022 | $1,119,285 | -22.4% | 3,997 | -23.4% | 0.02% | -25.8% |
| Q3 2022 | $1,442,000 | -26.8% | 5,218 | -22.0% | 0.03% | -22.5% |
| Q2 2022 | $1,969,000 | -25.4% | 6,688 | -1.5% | 0.04% | -7.0% |
| Q1 2022 | $2,640,000 | -69.3% | 6,793 | -65.3% | 0.04% | -66.9% |
| Q4 2021 | $8,593,000 | -33.7% | 19,574 | -39.0% | 0.13% | -35.0% |
| Q3 2021 | $12,959,000 | -0.3% | 32,104 | -0.2% | 0.20% | +2.6% |
| Q2 2021 | $12,998,000 | +7.5% | 32,176 | -4.0% | 0.20% | -2.0% |
| Q1 2021 | $12,089,000 | -2.3% | 33,502 | -5.3% | 0.20% | -10.4% |
| Q4 2020 | $12,369,000 | +8.5% | 35,359 | -4.1% | 0.22% | -0.9% |
| Q3 2020 | $11,401,000 | +14.5% | 36,888 | +3.4% | 0.22% | +4.7% |
| Q2 2020 | $9,954,000 | +30.8% | 35,660 | -0.8% | 0.21% | +5.4% |
| Q1 2020 | $7,611,000 | -6.4% | 35,942 | +7.1% | 0.20% | +19.4% |
| Q4 2019 | $8,128,000 | – | 33,567 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |