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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,489,000 | +10.4% | 12,071 | -8.0% | 0.37% | +17.4% |
| Q4 2018 | $2,254,000 | -38.2% | 13,127 | -24.7% | 0.32% | -11.5% |
| Q3 2018 | $3,650,000 | -3.1% | 17,435 | -10.7% | 0.36% | +13.7% |
| Q2 2018 | $3,766,000 | -0.9% | 19,523 | -7.8% | 0.32% | +7.5% |
| Q1 2018 | $3,801,000 | +5.9% | 21,182 | -0.4% | 0.29% | +14.5% |
| Q4 2017 | $3,589,000 | -8.7% | 21,263 | -16.0% | 0.26% | -5.2% |
| Q3 2017 | $3,931,000 | +2.3% | 25,312 | -4.8% | 0.27% | +12.5% |
| Q2 2017 | $3,844,000 | -6.4% | 26,578 | -10.3% | 0.24% | +4.8% |
| Q1 2017 | $4,105,000 | – | 29,646 | – | 0.23% | – |
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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% |