ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 146 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $544 | +645.2% | 1,387 | +539.2% | 0.00% | – |
| Q1 2023 | $73 | +108.6% | 217 | +73.6% | 0.00% | – |
| Q4 2022 | $35 | -100.0% | 125 | -88.9% | 0.00% | – |
| Q3 2022 | $311,000 | +418.3% | 1,126 | +547.1% | 0.00% | – |
| Q4 2020 | $60,000 | +233.3% | 174 | +159.7% | 0.00% | – |
| Q2 2020 | $18,000 | +200.0% | 67 | +116.1% | 0.00% | – |
| Q1 2020 | $6,000 | -94.3% | 31 | -93.7% | 0.00% | – |
| Q3 2019 | $106,000 | -25.9% | 493 | -25.9% | 0.00% | – |
| Q2 2019 | $143,000 | – | 665 | +5.6% | 0.00% | – |
| Q3 2018 | $0 | – | 630 | +6.4% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 592 | -88.6% | 0.00% | -100.0% |
| Q4 2017 | $874,000 | +15.2% | 5,183 | +6.0% | 0.04% | +22.6% |
| Q3 2017 | $759,000 | – | 4,891 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |