ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 129 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $533,000 | +77.7% | 3,158 | +52.5% | 0.03% | +209.1% |
| Q2 2017 | $300,000 | -39.0% | 2,071 | -53.7% | 0.01% | +450.0% |
| Q2 2016 | $492,000 | +140.0% | 4,469 | +140.7% | 0.00% | +100.0% |
| Q1 2016 | $205,000 | -89.9% | 1,857 | -91.0% | 0.00% | -87.5% |
| Q3 2014 | $2,028,000 | +51.5% | 20,714 | +15.1% | 0.01% | +60.0% |
| Q2 2013 | $1,339,000 | – | 17,999 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,970 | $16,699,000 | 7.96% |
| Mathes Company, Inc. | 33,405 | $12,982,000 | 5.03% |
| Legacy Financial Strategies, LLC | 29,881 | $11,613,000 | 4.95% |
| WestEnd Advisors, LLC | 439,769 | $170,907,426,000 | 4.59% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 51,673 | $20,081,521 | 3.25% |
| Apexium Financial, LP | 14,010 | $5,964,000 | 3.13% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 172,421 | $67,007,000 | 3.07% |
| Equitable Holdings, Inc. | 458,194 | $178,068,000 | 2.91% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,403 | $3,654,000 | 2.88% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,481 | $25,448,000 | 2.85% |