ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 261 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,617,299 | -31.7% | 51,330 | -29.8% | 0.00% | -33.3% |
| Q2 2023 | $28,706,618 | +39.9% | 73,069 | +20.9% | 0.01% | +50.0% |
| Q1 2023 | $20,515,627 | +19.6% | 60,461 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $17,157,000 | -12.6% | 61,275 | -13.7% | 0.00% | -20.0% |
| Q3 2022 | $19,630,000 | +35.7% | 71,019 | +44.5% | 0.01% | +66.7% |
| Q2 2022 | $14,466,000 | +26.2% | 49,140 | +66.6% | 0.00% | +50.0% |
| Q1 2022 | $11,465,000 | -15.6% | 29,502 | -4.7% | 0.00% | -33.3% |
| Q4 2021 | $13,588,000 | +28.9% | 30,950 | +18.5% | 0.00% | +50.0% |
| Q3 2021 | $10,542,000 | -51.6% | 26,118 | -51.5% | 0.00% | -60.0% |
| Q2 2021 | $21,775,000 | -12.3% | 53,901 | -21.6% | 0.01% | -16.7% |
| Q1 2021 | $24,821,000 | +1.3% | 68,784 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $24,513,000 | +13.4% | 70,070 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $21,625,000 | +67.2% | 69,971 | +51.0% | 0.01% | +50.0% |
| Q2 2020 | $12,931,000 | -60.0% | 46,324 | -69.7% | 0.00% | -63.6% |
| Q1 2020 | $32,331,000 | -41.1% | 152,674 | -32.6% | 0.01% | -21.4% |
| Q4 2019 | $54,853,000 | +17.4% | 226,527 | +5.2% | 0.01% | 0.0% |
| Q3 2019 | $46,735,000 | +9.0% | 215,350 | +8.3% | 0.01% | +16.7% |
| Q2 2019 | $42,877,000 | +16.9% | 198,828 | +11.8% | 0.01% | +9.1% |
| Q1 2019 | $36,684,000 | +19.6% | 177,896 | -0.4% | 0.01% | +10.0% |
| Q4 2018 | $30,683,000 | +11.9% | 178,694 | +36.4% | 0.01% | +42.9% |
| Q3 2018 | $27,429,000 | +8.5% | 131,004 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $25,269,000 | +7.5% | 131,004 | -0.0% | 0.01% | +16.7% |
| Q1 2018 | $23,516,000 | +7.4% | 131,057 | +1.0% | 0.01% | +20.0% |
| Q4 2017 | $21,893,000 | -17.9% | 129,705 | -24.5% | 0.01% | -28.6% |
| Q3 2017 | $26,678,000 | +82.6% | 171,804 | +70.0% | 0.01% | +75.0% |
| Q2 2017 | $14,614,000 | +26.3% | 101,036 | +20.9% | 0.00% | +33.3% |
| Q1 2017 | $11,574,000 | -47.8% | 83,589 | -53.4% | 0.00% | -50.0% |
| Q4 2016 | $22,189,000 | +115.9% | 179,215 | +115.5% | 0.01% | +100.0% |
| Q3 2016 | $10,279,000 | +14.2% | 83,155 | +1.6% | 0.00% | 0.0% |
| Q2 2016 | $8,997,000 | -3.8% | 81,808 | -3.2% | 0.00% | 0.0% |
| Q1 2016 | $9,353,000 | -8.6% | 84,517 | -8.5% | 0.00% | 0.0% |
| Q4 2015 | $10,230,000 | -25.3% | 92,414 | -32.3% | 0.00% | -40.0% |
| Q3 2015 | $13,698,000 | +60.7% | 136,572 | +66.0% | 0.01% | +66.7% |
| Q2 2015 | $8,525,000 | -0.8% | 82,285 | -1.3% | 0.00% | 0.0% |
| Q1 2015 | $8,594,000 | +754.3% | 83,330 | +744.2% | 0.00% | – |
| Q4 2014 | $1,006,000 | -31.4% | 9,871 | -34.1% | 0.00% | – |
| Q3 2014 | $1,466,000 | -4.7% | 14,980 | -7.3% | 0.00% | – |
| Q2 2014 | $1,538,000 | -1.1% | 16,154 | -5.5% | 0.00% | -100.0% |
| Q1 2014 | $1,555,000 | +432.5% | 17,089 | +367.0% | 0.00% | – |
| Q3 2013 | $292,000 | -97.9% | 3,659 | -98.2% | 0.00% | -100.0% |
| Q3 2012 | $14,016,000 | +3.6% | 202,396 | -1.9% | 0.01% | 0.0% |
| Q2 2012 | $13,525,000 | – | 206,307 | – | 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% |