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 | $14,026,987 | +0.4% | 36,498 | +2.7% | 0.01% | +25.0% |
| Q2 2023 | $13,964,311 | +36.0% | 35,543 | +17.4% | 0.00% | +33.3% |
| Q1 2023 | $10,270,064 | +20.8% | 30,266 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,499,000 | -9.8% | 30,252 | -10.0% | 0.00% | 0.0% |
| Q3 2022 | $9,421,000 | -43.7% | 33,596 | -40.9% | 0.00% | -50.0% |
| Q2 2022 | $16,738,000 | +11.8% | 56,854 | +48.2% | 0.01% | +50.0% |
| Q1 2022 | $14,976,000 | -30.8% | 38,372 | -19.7% | 0.00% | -33.3% |
| Q4 2021 | $21,637,000 | +13.9% | 47,797 | +1.6% | 0.01% | 0.0% |
| Q3 2021 | $18,989,000 | -1.2% | 47,044 | -1.1% | 0.01% | 0.0% |
| Q2 2021 | $19,211,000 | +7.4% | 47,559 | -4.1% | 0.01% | 0.0% |
| Q1 2021 | $17,889,000 | +6.0% | 49,572 | +2.7% | 0.01% | 0.0% |
| Q4 2020 | $16,880,000 | +13.1% | 48,275 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $14,930,000 | +7.8% | 47,898 | -3.5% | 0.01% | 0.0% |
| Q2 2020 | $13,850,000 | +36.9% | 49,621 | +3.8% | 0.01% | +20.0% |
| Q1 2020 | $10,117,000 | +50.6% | 47,792 | +72.2% | 0.01% | +66.7% |
| Q4 2019 | $6,719,000 | +12.3% | 27,749 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $5,983,000 | +16.2% | 27,563 | +15.7% | 0.00% | +50.0% |
| Q2 2019 | $5,147,000 | +10.9% | 23,816 | +5.8% | 0.00% | 0.0% |
| Q1 2019 | $4,640,000 | +9.3% | 22,503 | -8.9% | 0.00% | 0.0% |
| Q4 2018 | $4,244,000 | -26.8% | 24,714 | -10.8% | 0.00% | 0.0% |
| Q3 2018 | $5,799,000 | +4.3% | 27,696 | -3.8% | 0.00% | 0.0% |
| Q2 2018 | $5,562,000 | +38.2% | 28,799 | +28.4% | 0.00% | 0.0% |
| Q1 2018 | $4,024,000 | +51.9% | 22,428 | +42.9% | 0.00% | +100.0% |
| Q4 2017 | $2,649,000 | -17.1% | 15,692 | -23.7% | 0.00% | -50.0% |
| Q3 2017 | $3,194,000 | +18.8% | 20,567 | +10.7% | 0.00% | +100.0% |
| Q2 2017 | $2,688,000 | +12.1% | 18,581 | +7.3% | 0.00% | 0.0% |
| Q1 2017 | $2,398,000 | +28.0% | 17,319 | +14.5% | 0.00% | 0.0% |
| Q4 2016 | $1,873,000 | +216.4% | 15,128 | +215.8% | 0.00% | – |
| Q3 2016 | $592,000 | -1.3% | 4,790 | -12.3% | 0.00% | – |
| Q2 2016 | $600,000 | -32.7% | 5,459 | -32.2% | 0.00% | -100.0% |
| Q1 2016 | $891,000 | -19.4% | 8,055 | -19.3% | 0.00% | 0.0% |
| Q4 2015 | $1,105,000 | +25.7% | 9,979 | +13.8% | 0.00% | 0.0% |
| Q3 2015 | $879,000 | +41.3% | 8,768 | +46.0% | 0.00% | – |
| Q2 2015 | $622,000 | +38.8% | 6,006 | +38.2% | 0.00% | – |
| Q1 2015 | $448,000 | -49.5% | 4,346 | -50.1% | 0.00% | -100.0% |
| Q4 2014 | $888,000 | +770.6% | 8,712 | +739.3% | 0.00% | – |
| Q3 2014 | $102,000 | +24.4% | 1,038 | +21.0% | 0.00% | – |
| Q2 2014 | $82,000 | +57.7% | 858 | +50.5% | 0.00% | – |
| Q1 2014 | $52,000 | +62.5% | 570 | +57.5% | 0.00% | – |
| Q4 2013 | $32,000 | +10.3% | 362 | 0.0% | 0.00% | – |
| Q3 2013 | $29,000 | +31.8% | 362 | +22.7% | 0.00% | – |
| Q2 2013 | $22,000 | – | 295 | – | 0.00% | – |
Download | ||||||
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% |