ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 131 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $236,000 | +7766.7% | 764 | +4993.3% | 0.01% | – |
| Q3 2019 | $3,000 | -99.6% | 15 | -99.6% | 0.00% | -100.0% |
| Q3 2018 | $713,000 | +20.6% | 3,405 | +11.6% | 0.02% | +9.1% |
| Q2 2018 | $591,000 | -5.1% | 3,052 | -12.3% | 0.02% | -8.3% |
| Q1 2018 | $623,000 | +30.1% | 3,481 | +22.7% | 0.02% | +26.3% |
| Q4 2017 | $479,000 | +7.4% | 2,836 | -1.6% | 0.02% | 0.0% |
| Q3 2017 | $446,000 | -5.1% | 2,881 | -11.4% | 0.02% | -9.5% |
| Q2 2017 | $470,000 | -16.5% | 3,251 | -28.5% | 0.02% | -25.0% |
| Q4 2016 | $563,000 | +15.6% | 4,548 | +15.3% | 0.03% | +7.7% |
| Q3 2016 | $487,000 | +67.4% | 3,943 | +48.1% | 0.03% | +73.3% |
| Q4 2015 | $291,000 | -1.0% | 2,663 | -9.3% | 0.02% | -6.2% |
| Q3 2015 | $294,000 | +9.7% | 2,937 | +13.5% | 0.02% | +33.3% |
| Q2 2015 | $268,000 | +30.1% | 2,588 | +30.6% | 0.01% | -14.3% |
| Q1 2015 | $206,000 | -19.8% | 1,981 | -21.2% | 0.01% | -26.3% |
| Q4 2014 | $257,000 | – | 2,514 | – | 0.02% | – |
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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% |