ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 76 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,333,374 | -91.3% | 8,722 | -91.0% | 0.00% | -100.0% |
| Q2 2023 | $38,178,714 | +38.2% | 97,179 | +19.3% | 0.01% | +16.7% |
| Q1 2023 | $27,634,221 | +136.2% | 81,440 | +94.9% | 0.01% | +200.0% |
| Q4 2022 | $11,701,200 | +33.2% | 41,790 | +31.5% | 0.00% | 0.0% |
| Q3 2022 | $8,786,000 | +15.0% | 31,784 | +22.5% | 0.00% | 0.0% |
| Q2 2022 | $7,639,000 | -71.4% | 25,948 | -62.3% | 0.00% | -60.0% |
| Q1 2022 | $26,745,000 | +43.2% | 68,821 | +61.8% | 0.01% | – |
| Q4 2021 | $18,678,000 | +144.0% | 42,546 | +124.3% | 0.00% | -100.0% |
| Q3 2021 | $7,654,000 | -55.0% | 18,965 | -54.9% | 0.00% | -66.7% |
| Q2 2021 | $17,005,000 | +142.9% | 42,094 | +116.9% | 0.00% | +200.0% |
| Q1 2021 | $7,002,000 | -45.2% | 19,403 | -46.9% | 0.00% | 0.0% |
| Q4 2020 | $12,772,000 | -19.5% | 36,510 | -28.9% | 0.00% | -66.7% |
| Q3 2020 | $15,867,000 | +168.5% | 51,340 | +142.5% | 0.00% | +50.0% |
| Q2 2020 | $5,910,000 | -42.6% | 21,172 | -56.5% | 0.00% | -50.0% |
| Q1 2020 | $10,301,000 | +89.0% | 48,641 | +116.1% | 0.00% | +300.0% |
| Q4 2019 | $5,449,000 | +411.2% | 22,504 | +358.3% | 0.00% | – |
| Q3 2019 | $1,066,000 | -64.2% | 4,910 | -64.4% | 0.00% | – |
| Q2 2019 | $2,976,000 | -6.2% | 13,800 | -10.3% | 0.00% | -100.0% |
| Q1 2019 | $3,173,000 | +171.7% | 15,392 | +126.4% | 0.00% | – |
| Q4 2018 | $1,168,000 | -86.6% | 6,800 | -83.6% | 0.00% | -100.0% |
| Q3 2018 | $8,705,000 | -19.9% | 41,576 | -26.2% | 0.00% | -25.0% |
| Q2 2018 | $10,871,000 | -34.4% | 56,357 | -38.9% | 0.00% | -33.3% |
| Q1 2018 | $16,562,000 | +234.9% | 92,302 | +215.1% | 0.01% | +500.0% |
| Q4 2017 | $4,945,000 | +22.5% | 29,295 | +12.7% | 0.00% | -50.0% |
| Q3 2017 | $4,037,000 | +219.1% | 26,000 | +197.3% | 0.00% | +100.0% |
| Q2 2017 | $1,265,000 | -74.4% | 8,744 | -75.5% | 0.00% | -66.7% |
| Q1 2017 | $4,950,000 | +206.5% | 35,753 | +174.1% | 0.00% | +200.0% |
| Q4 2016 | $1,615,000 | -51.2% | 13,043 | -51.3% | 0.00% | -50.0% |
| Q3 2016 | $3,309,000 | -45.0% | 26,768 | -51.1% | 0.00% | -33.3% |
| Q2 2016 | $6,017,000 | +194.8% | 54,713 | +196.5% | 0.00% | +200.0% |
| Q1 2016 | $2,041,000 | +297.9% | 18,450 | +297.5% | 0.00% | – |
| Q4 2015 | $513,000 | -76.7% | 4,641 | -78.9% | 0.00% | -100.0% |
| Q3 2015 | $2,204,000 | +4.4% | 21,981 | +7.9% | 0.00% | 0.0% |
| Q2 2015 | $2,111,000 | -30.9% | 20,369 | -31.3% | 0.00% | 0.0% |
| Q1 2015 | $3,055,000 | +1.0% | 29,629 | -0.2% | 0.00% | 0.0% |
| Q4 2014 | $3,026,000 | +382.6% | 29,694 | +350.9% | 0.00% | – |
| Q2 2014 | $627,000 | -73.2% | 6,586 | -74.4% | 0.00% | -100.0% |
| Q1 2014 | $2,343,000 | +83.2% | 25,754 | +80.4% | 0.00% | 0.0% |
| Q4 2013 | $1,279,000 | -45.6% | 14,273 | -51.6% | 0.00% | 0.0% |
| Q3 2013 | $2,350,000 | -83.5% | 29,500 | -84.6% | 0.00% | -87.5% |
| Q2 2013 | $14,249,000 | – | 191,515 | – | 0.01% | – |
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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% |