ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 123 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $54,810 | -74.7% | 636 | -36.4% | 0.01% | -90.5% |
| Q3 2019 | $217,000 | +0.5% | 1,000 | 0.0% | 0.06% | -4.5% |
| Q2 2019 | $216,000 | +4.9% | 1,000 | 0.0% | 0.07% | +3.1% |
| Q1 2019 | $206,000 | +19.8% | 1,000 | 0.0% | 0.06% | +6.7% |
| Q4 2018 | $172,000 | -17.7% | 1,000 | 0.0% | 0.06% | -11.8% |
| Q3 2018 | $209,000 | +8.3% | 1,000 | 0.0% | 0.07% | -30.6% |
| Q2 2018 | $193,000 | +7.8% | 1,000 | 0.0% | 0.10% | +1.0% |
| Q1 2018 | $179,000 | +5.9% | 1,000 | 0.0% | 0.10% | +3.2% |
| Q4 2017 | $169,000 | +9.0% | 1,000 | 0.0% | 0.09% | +2.2% |
| Q3 2017 | $155,000 | +6.9% | 1,000 | 0.0% | 0.09% | +1.1% |
| Q2 2017 | $145,000 | +5.1% | 1,000 | 0.0% | 0.09% | +9.6% |
| Q1 2017 | $138,000 | +11.3% | 1,000 | 0.0% | 0.08% | +7.8% |
| Q4 2016 | $124,000 | 0.0% | 1,000 | 0.0% | 0.08% | -8.3% |
| Q3 2016 | $124,000 | +12.7% | 1,000 | 0.0% | 0.08% | +5.0% |
| Q2 2016 | $110,000 | -0.9% | 1,000 | 0.0% | 0.08% | -5.9% |
| Q1 2016 | $111,000 | 0.0% | 1,000 | 0.0% | 0.08% | +2.4% |
| Q4 2015 | $111,000 | +11.0% | 1,000 | 0.0% | 0.08% | +5.1% |
| Q3 2015 | $100,000 | -3.8% | 1,000 | 0.0% | 0.08% | +6.8% |
| Q2 2015 | $104,000 | +1.0% | 1,000 | 0.0% | 0.07% | +2.8% |
| Q1 2015 | $103,000 | – | 1,000 | – | 0.07% | – |
Download | ||||||
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% |