ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 153 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,609,000 | -16.0% | 11,822 | +34.0% | 0.01% | -23.1% |
| Q3 2019 | $1,916,000 | +29.6% | 8,824 | +28.8% | 0.01% | +18.2% |
| Q2 2019 | $1,478,000 | +14.4% | 6,851 | +9.4% | 0.01% | +10.0% |
| Q1 2019 | $1,292,000 | +4.5% | 6,265 | -13.0% | 0.01% | -9.1% |
| Q4 2018 | $1,236,000 | -28.9% | 7,202 | -13.2% | 0.01% | -26.7% |
| Q3 2018 | $1,738,000 | +16.5% | 8,300 | -0.2% | 0.02% | +7.1% |
| Q2 2018 | $1,492,000 | 0.0% | 8,318 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,492,000 | +15.6% | 8,318 | +8.7% | 0.01% | +16.7% |
| Q4 2017 | $1,291,000 | +2.3% | 7,650 | -5.9% | 0.01% | -14.3% |
| Q3 2017 | $1,262,000 | +9.5% | 8,128 | +2.0% | 0.01% | 0.0% |
| Q2 2017 | $1,152,000 | +2.9% | 7,967 | -1.3% | 0.01% | 0.0% |
| Q1 2017 | $1,119,000 | +25.4% | 8,076 | +12.1% | 0.01% | +16.7% |
| Q4 2016 | $892,000 | -22.7% | 7,206 | -22.8% | 0.01% | -29.4% |
| Q3 2016 | $1,154,000 | +53.3% | 9,336 | +36.4% | 0.02% | +41.7% |
| Q2 2016 | $753,000 | -1.1% | 6,846 | -0.4% | 0.01% | -7.7% |
| Q1 2016 | $761,000 | -41.5% | 6,871 | -41.5% | 0.01% | -45.8% |
| Q4 2015 | $1,300,000 | +692.7% | 11,739 | +616.7% | 0.02% | +700.0% |
| Q3 2015 | $164,000 | -20.8% | 1,638 | -17.9% | 0.00% | -25.0% |
| Q2 2015 | $207,000 | -7.2% | 1,995 | -7.8% | 0.00% | 0.0% |
| Q1 2015 | $223,000 | +30.4% | 2,164 | +28.7% | 0.00% | 0.0% |
| Q4 2014 | $171,000 | +17.9% | 1,682 | +14.0% | 0.00% | 0.0% |
| Q3 2014 | $145,000 | +48.0% | 1,476 | +43.9% | 0.00% | +33.3% |
| Q2 2014 | $98,000 | -14.0% | 1,026 | -17.8% | 0.00% | 0.0% |
| Q1 2014 | $114,000 | -18.6% | 1,248 | -20.2% | 0.00% | -25.0% |
| Q4 2013 | $140,000 | +42.9% | 1,563 | +26.9% | 0.00% | +33.3% |
| Q3 2013 | $98,000 | -83.8% | 1,232 | -84.8% | 0.00% | -86.4% |
| Q2 2013 | $604,000 | – | 8,122 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |