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 2023 | $4,217 | -5.0% | 11,035 | -2.3% | 0.03% | -3.7% |
| Q2 2023 | $4,437 | +14.7% | 11,293 | -0.9% | 0.03% | +3.8% |
| Q1 2023 | $3,867 | +19.5% | 11,395 | -1.4% | 0.03% | +8.3% |
| Q4 2022 | $3,237 | -99.9% | 11,560 | -7.1% | 0.02% | -11.1% |
| Q3 2022 | $3,438,000 | -6.0% | 12,437 | +0.1% | 0.03% | -3.6% |
| Q2 2022 | $3,658,000 | -30.0% | 12,426 | -7.6% | 0.03% | -24.3% |
| Q1 2022 | $5,223,000 | -11.8% | 13,441 | -0.3% | 0.04% | -11.9% |
| Q4 2021 | $5,920,000 | +8.9% | 13,485 | +0.2% | 0.04% | -2.3% |
| Q2 2021 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $5,436,000 | 0.0% | 13,457 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $5,436,000 | +51.9% | 13,457 | -35.4% | 0.04% | -51.7% |
| Q4 2018 | $3,578,000 | -37.8% | 20,837 | -24.1% | 0.09% | -39.5% |
| Q3 2018 | $5,750,000 | +352.8% | 27,464 | +317.1% | 0.15% | +250.0% |
| Q2 2018 | $1,270,000 | – | 6,585 | – | 0.04% | – |
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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% |