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 2020 | $3,864,000 | +10.7% | 12,503 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,490,000 | -8.0% | 12,503 | -30.2% | 0.00% | -33.3% |
| Q1 2020 | $3,792,000 | -65.0% | 17,908 | -60.0% | 0.00% | -62.5% |
| Q4 2019 | $10,841,000 | -34.4% | 44,769 | -41.2% | 0.01% | -42.9% |
| Q3 2019 | $16,533,000 | +507.2% | 76,184 | +503.2% | 0.01% | +600.0% |
| Q2 2019 | $2,723,000 | -68.2% | 12,629 | -74.7% | 0.00% | -77.8% |
| Q4 2018 | $8,558,000 | +3480.8% | 49,838 | +4264.1% | 0.01% | – |
| Q3 2018 | $239,000 | -95.4% | 1,142 | -95.8% | 0.00% | -100.0% |
| Q2 2018 | $5,238,000 | -60.2% | 27,153 | -63.0% | 0.01% | -58.3% |
| Q1 2018 | $13,164,000 | +86.4% | 73,366 | +75.3% | 0.01% | +100.0% |
| Q4 2017 | $7,063,000 | +134.2% | 41,846 | +115.5% | 0.01% | +100.0% |
| Q3 2017 | $3,016,000 | +12.6% | 19,420 | +4.8% | 0.00% | 0.0% |
| Q2 2017 | $2,679,000 | +164.2% | 18,522 | +153.0% | 0.00% | +200.0% |
| Q1 2017 | $1,014,000 | -65.8% | 7,320 | -69.5% | 0.00% | -66.7% |
| Q3 2016 | $2,968,000 | -50.0% | 24,010 | -55.5% | 0.00% | -57.1% |
| Q2 2016 | $5,937,000 | +6.8% | 53,982 | +7.5% | 0.01% | 0.0% |
| Q1 2016 | $5,559,000 | +1018.5% | 50,232 | +1018.3% | 0.01% | +600.0% |
| Q4 2015 | $497,000 | -84.2% | 4,492 | -85.7% | 0.00% | -75.0% |
| Q3 2015 | $3,146,000 | -51.4% | 31,363 | -49.8% | 0.00% | -33.3% |
| Q2 2015 | $6,467,000 | +219.7% | 62,427 | +218.2% | 0.01% | +200.0% |
| Q1 2015 | $2,023,000 | -57.7% | 19,619 | -58.2% | 0.00% | -50.0% |
| Q4 2014 | $4,780,000 | +1191.9% | 46,901 | +1141.4% | 0.00% | – |
| Q3 2014 | $370,000 | -68.9% | 3,778 | -69.7% | 0.00% | -100.0% |
| Q2 2014 | $1,189,000 | -78.2% | 12,488 | -79.2% | 0.00% | -80.0% |
| Q1 2014 | $5,466,000 | +1192.2% | 60,083 | +1172.9% | 0.01% | – |
| Q4 2013 | $423,000 | -43.2% | 4,720 | -52.9% | 0.00% | -100.0% |
| Q2 2013 | $745,000 | -69.9% | 10,013 | -70.6% | 0.00% | -66.7% |
| Q1 2013 | $2,477,000 | – | 34,115 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |