ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 117 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 19.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,492 | -5.2% | 27,453 | -2.6% | 4.87% | +0.5% |
| Q2 2023 | $11,069 | +27.8% | 28,175 | -8.9% | 4.84% | +10.8% |
| Q4 2022 | $8,660 | -99.9% | 30,930 | -2.3% | 4.37% | -10.4% |
| Q3 2022 | $8,750,000 | -9.6% | 31,655 | -3.7% | 4.88% | +3.7% |
| Q2 2022 | $9,680,000 | -25.4% | 32,880 | -1.6% | 4.71% | -6.5% |
| Q1 2022 | $12,982,000 | -12.1% | 33,405 | -0.6% | 5.03% | -0.3% |
| Q4 2021 | $14,761,000 | +8.6% | 33,623 | -0.1% | 5.05% | +0.2% |
| Q3 2021 | $13,588,000 | -0.2% | 33,663 | -0.1% | 5.04% | +2.9% |
| Q2 2021 | $13,609,000 | +9.3% | 33,688 | -2.4% | 4.90% | +1.9% |
| Q1 2021 | $12,450,000 | +1.6% | 34,503 | -1.5% | 4.81% | -3.4% |
| Q4 2020 | $12,249,000 | +12.9% | 35,015 | -0.3% | 4.97% | -1.7% |
| Q3 2020 | $10,854,000 | +10.7% | 35,120 | 0.0% | 5.06% | +3.7% |
| Q2 2020 | $9,803,000 | +27.5% | 35,120 | -3.3% | 4.88% | -4.6% |
| Q1 2020 | $7,687,000 | -13.6% | 36,300 | -1.3% | 5.11% | +23.0% |
| Q4 2019 | $8,901,000 | +11.5% | 36,760 | -0.1% | 4.16% | +0.9% |
| Q3 2019 | $7,986,000 | +1.3% | 36,800 | +0.7% | 4.12% | -1.3% |
| Q2 2019 | $7,881,000 | +2.1% | 36,545 | -2.4% | 4.17% | +6.2% |
| Q1 2019 | $7,722,000 | +20.0% | 37,445 | -0.1% | 3.93% | -3.2% |
| Q4 2018 | $6,437,000 | -18.1% | 37,490 | -0.1% | 4.06% | +10.7% |
| Q3 2018 | $7,860,000 | +4.1% | 37,540 | -4.1% | 3.67% | +1.9% |
| Q2 2018 | $7,550,000 | +9.9% | 39,140 | +2.2% | 3.60% | +12.3% |
| Q1 2018 | $6,870,000 | +6.0% | 38,290 | -0.3% | 3.21% | +8.2% |
| Q4 2017 | $6,480,000 | +7.5% | 38,390 | -1.1% | 2.96% | +4.4% |
| Q3 2017 | $6,029,000 | +12.6% | 38,825 | +4.9% | 2.84% | +10.8% |
| Q2 2017 | $5,355,000 | +23.9% | 37,025 | +18.6% | 2.56% | +11.5% |
| Q1 2017 | $4,323,000 | +16.7% | 31,225 | +4.3% | 2.30% | +12.6% |
| Q4 2016 | $3,705,000 | +51.6% | 29,925 | +51.3% | 2.04% | +47.3% |
| Q3 2016 | $2,444,000 | +10.7% | 19,775 | -1.5% | 1.39% | +7.6% |
| Q2 2016 | $2,208,000 | -3.1% | 20,075 | -2.5% | 1.29% | -5.8% |
| Q1 2016 | $2,279,000 | -4.4% | 20,595 | -4.4% | 1.37% | +1.0% |
| Q4 2015 | $2,385,000 | +15.7% | 21,545 | +4.9% | 1.35% | -0.4% |
| Q3 2015 | $2,061,000 | -3.1% | 20,545 | 0.0% | 1.36% | +19.6% |
| Q2 2015 | $2,128,000 | -14.5% | 20,545 | -14.9% | 1.14% | -11.0% |
| Q1 2015 | $2,490,000 | +1.2% | 24,145 | 0.0% | 1.28% | -0.7% |
| Q4 2014 | $2,461,000 | +9.6% | 24,145 | +5.2% | 1.29% | +13.8% |
| Q3 2014 | $2,246,000 | +2.8% | 22,945 | 0.0% | 1.13% | +4.7% |
| Q2 2014 | $2,184,000 | -2.6% | 22,945 | -6.9% | 1.08% | -10.1% |
| Q1 2014 | $2,242,000 | +35.0% | 24,645 | +32.9% | 1.20% | +34.6% |
| Q4 2013 | $1,661,000 | – | 18,545 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |