ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 141 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $322,943 | -15.5% | 845 | -13.2% | 0.04% | -17.0% |
Q2 2023 | $382,262 | +15.8% | 973 | 0.0% | 0.05% | +9.3% |
Q1 2023 | $330,158 | +21.2% | 973 | 0.0% | 0.04% | +16.2% |
Q4 2022 | $272,440 | -0.9% | 973 | -2.2% | 0.04% | -5.1% |
Q3 2022 | $275,000 | -6.1% | 995 | 0.0% | 0.04% | +2.6% |
Q2 2022 | $293,000 | -24.3% | 995 | 0.0% | 0.04% | -7.3% |
Q1 2022 | $387,000 | -5.6% | 995 | -2.0% | 0.04% | -2.4% |
Q3 2021 | $410,000 | -2.4% | 1,015 | -2.4% | 0.04% | +16.7% |
Q2 2021 | $420,000 | +12.0% | 1,040 | 0.0% | 0.04% | +20.0% |
Q1 2021 | $375,000 | +3.0% | 1,040 | 0.0% | 0.03% | +11.1% |
Q4 2020 | $364,000 | +13.4% | 1,040 | 0.0% | 0.03% | +8.0% |
Q3 2020 | $321,000 | +10.7% | 1,040 | 0.0% | 0.02% | +13.6% |
Q2 2020 | $290,000 | +31.8% | 1,040 | 0.0% | 0.02% | +10.0% |
Q1 2020 | $220,000 | -18.5% | 1,040 | -6.7% | 0.02% | 0.0% |
Q4 2019 | $270,000 | +18.4% | 1,115 | +6.2% | 0.02% | +11.1% |
Q3 2019 | $228,000 | +0.9% | 1,050 | 0.0% | 0.02% | +80.0% |
Q2 2019 | $226,000 | +4.1% | 1,050 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $217,000 | -1.4% | 1,050 | 0.0% | 0.01% | +11.1% |
Q3 2018 | $220,000 | +8.4% | 1,050 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $203,000 | – | 1,050 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |