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 | $655,474 | -6.7% | 1,715 | -4.1% | 0.00% | – |
| Q2 2023 | $702,881 | +14.8% | 1,789 | -0.8% | 0.00% | – |
| Q1 2023 | $612,098 | +10.5% | 1,804 | -8.8% | 0.00% | – |
| Q4 2022 | $553,768 | -53.4% | 1,978 | -54.0% | 0.00% | -100.0% |
| Q3 2022 | $1,188,000 | -8.0% | 4,297 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $1,292,000 | -31.7% | 4,389 | -9.8% | 0.00% | 0.0% |
| Q1 2022 | $1,891,000 | -22.1% | 4,866 | -12.1% | 0.00% | 0.0% |
| Q4 2021 | $2,429,000 | +0.9% | 5,533 | -7.2% | 0.00% | 0.0% |
| Q3 2021 | $2,407,000 | -1.9% | 5,963 | -1.8% | 0.00% | 0.0% |
| Q2 2021 | $2,453,000 | -0.4% | 6,071 | -11.1% | 0.00% | -50.0% |
| Q1 2021 | $2,463,000 | -7.1% | 6,826 | -9.9% | 0.00% | 0.0% |
| Q4 2020 | $2,651,000 | +3.6% | 7,579 | -8.4% | 0.00% | 0.0% |
| Q3 2020 | $2,558,000 | +6.8% | 8,278 | -3.5% | 0.00% | 0.0% |
| Q2 2020 | $2,395,000 | +45.9% | 8,581 | +10.7% | 0.00% | +100.0% |
| Q1 2020 | $1,642,000 | -25.9% | 7,752 | -15.2% | 0.00% | -50.0% |
| Q4 2019 | $2,215,000 | +12.3% | 9,145 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $1,973,000 | +1.0% | 9,091 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $1,953,000 | -4.7% | 9,057 | -8.8% | 0.00% | 0.0% |
| Q1 2019 | $2,049,000 | +20.2% | 9,936 | +0.1% | 0.00% | 0.0% |
| Q4 2018 | $1,705,000 | -92.6% | 9,929 | -91.0% | 0.00% | -90.5% |
| Q3 2018 | $23,162,000 | +811.9% | 110,619 | +739.9% | 0.02% | +950.0% |
| Q2 2018 | $2,540,000 | +14.3% | 13,170 | +6.3% | 0.00% | 0.0% |
| Q1 2018 | $2,223,000 | +14.8% | 12,391 | +8.1% | 0.00% | 0.0% |
| Q4 2017 | $1,936,000 | +7.4% | 11,467 | -1.2% | 0.00% | +100.0% |
| Q3 2017 | $1,803,000 | -17.1% | 11,609 | -22.8% | 0.00% | -50.0% |
| Q2 2017 | $2,174,000 | -1.5% | 15,033 | -5.6% | 0.00% | 0.0% |
| Q1 2017 | $2,206,000 | +9.0% | 15,929 | -2.6% | 0.00% | 0.0% |
| Q4 2016 | $2,024,000 | +2.4% | 16,348 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $1,976,000 | -0.9% | 15,981 | -11.9% | 0.00% | 0.0% |
| Q2 2016 | $1,994,000 | +3.0% | 18,133 | +3.7% | 0.00% | 0.0% |
| Q1 2016 | $1,935,000 | -12.9% | 17,484 | -13.0% | 0.00% | 0.0% |
| Q4 2015 | $2,222,000 | +30.6% | 20,093 | +18.4% | 0.00% | 0.0% |
| Q3 2015 | $1,702,000 | +3.0% | 16,974 | +6.4% | 0.00% | +100.0% |
| Q2 2015 | $1,653,000 | +3.0% | 15,946 | +2.4% | 0.00% | -50.0% |
| Q1 2015 | $1,605,000 | +2.2% | 15,569 | +1.1% | 0.00% | +100.0% |
| Q4 2014 | $1,570,000 | +2.6% | 15,406 | -1.6% | 0.00% | 0.0% |
| Q3 2014 | $1,530,000 | +11.1% | 15,649 | +8.2% | 0.00% | 0.0% |
| Q2 2014 | $1,377,000 | +5.0% | 14,463 | +0.3% | 0.00% | 0.0% |
| Q1 2014 | $1,311,000 | +7.2% | 14,413 | +5.6% | 0.00% | 0.0% |
| Q4 2013 | $1,223,000 | -75.7% | 13,646 | -78.4% | 0.00% | -80.0% |
| Q3 2013 | $5,027,000 | +5.7% | 63,109 | -1.2% | 0.01% | 0.0% |
| Q2 2013 | $4,755,000 | – | 63,905 | – | 0.01% | – |
Download | ||||||
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% |