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 | $230,837 | -2.7% | 604 | 0.0% | 0.15% | +4.1% |
| Q2 2023 | $237,294 | +15.8% | 604 | 0.0% | 0.14% | +10.7% |
| Q1 2023 | $204,950 | -37.7% | 604 | -28.7% | 0.13% | -20.6% |
| Q1 2022 | $329,000 | -19.2% | 847 | -8.6% | 0.16% | -17.9% |
| Q4 2021 | $407,000 | +8.8% | 927 | 0.0% | 0.20% | +1.0% |
| Q3 2021 | $374,000 | 0.0% | 927 | 0.0% | 0.20% | +1.5% |
| Q2 2021 | $374,000 | +8.1% | 927 | -3.2% | 0.20% | +4.3% |
| Q1 2021 | $346,000 | +0.9% | 958 | -2.2% | 0.19% | -6.9% |
| Q4 2020 | $343,000 | +13.2% | 980 | 0.0% | 0.20% | -1.9% |
| Q3 2020 | $303,000 | +10.2% | 980 | -0.6% | 0.21% | +6.2% |
| Q2 2020 | $275,000 | +31.0% | 986 | -0.7% | 0.19% | +12.1% |
| Q1 2020 | $210,000 | -12.5% | 993 | +0.3% | 0.17% | +16.9% |
| Q4 2019 | $240,000 | +11.6% | 990 | 0.0% | 0.15% | +7.2% |
| Q3 2019 | $215,000 | +0.9% | 990 | 0.0% | 0.14% | +2.2% |
| Q2 2019 | $213,000 | +3.9% | 990 | -0.4% | 0.14% | +3.8% |
| Q1 2019 | $205,000 | -7.2% | 994 | -6.1% | 0.13% | +1.6% |
| Q3 2018 | $221,000 | 0.0% | 1,059 | -7.7% | 0.13% | -0.8% |
| Q2 2018 | $221,000 | -3.1% | 1,147 | -9.7% | 0.13% | -3.7% |
| Q1 2018 | $228,000 | -18.6% | 1,270 | -23.3% | 0.13% | -16.2% |
| Q4 2017 | $280,000 | +8.9% | 1,655 | 0.0% | 0.16% | +13.5% |
| Q3 2017 | $257,000 | +2.8% | 1,655 | -4.3% | 0.14% | +0.7% |
| Q2 2017 | $250,000 | +2.9% | 1,729 | -1.5% | 0.14% | +2.2% |
| Q1 2017 | $243,000 | +2.5% | 1,756 | -8.0% | 0.14% | 0.0% |
| Q4 2016 | $237,000 | -15.4% | 1,909 | -15.5% | 0.14% | -20.8% |
| Q3 2016 | $280,000 | +12.9% | 2,259 | 0.0% | 0.17% | +10.9% |
| Q2 2016 | $248,000 | -38.9% | 2,259 | -38.4% | 0.16% | -40.0% |
| Q1 2016 | $406,000 | -70.2% | 3,669 | -70.2% | 0.26% | -67.9% |
| Q4 2015 | $1,363,000 | – | 12,313 | – | 0.81% | – |
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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% |