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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $569,000 | -37.4% | 1,296 | -42.5% | 0.15% | -23.6% |
| Q3 2021 | $909,000 | -8.3% | 2,252 | -8.1% | 0.20% | +5.9% |
| Q2 2021 | $991,000 | -0.7% | 2,450 | -11.4% | 0.19% | -3.1% |
| Q1 2021 | $998,000 | +5.8% | 2,765 | +2.6% | 0.19% | +15.5% |
| Q4 2020 | $943,000 | +94.0% | 2,695 | +71.4% | 0.17% | +68.0% |
| Q3 2020 | $486,000 | +46.4% | 1,572 | +32.3% | 0.10% | +38.9% |
| Q2 2020 | $332,000 | – | 1,188 | – | 0.07% | – |
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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% |