ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 153 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,507,356,000 | +13.0% | 5,400 | -14.3% | 0.28% | -29.0% |
| Q1 2020 | $1,334,151,000 | +58828.9% | 6,300 | -40.0% | 0.40% | +34.6% |
| Q2 2019 | $2,264,000 | -11.5% | 10,500 | -15.3% | 0.30% | +1.4% |
| Q1 2019 | $2,557,000 | +13.5% | 12,400 | -14.5% | 0.29% | +33.5% |
| Q3 2017 | $2,252,000 | +75.1% | 14,500 | +39.4% | 0.22% | +52.4% |
| Q3 2016 | $1,286,000 | -32.8% | 10,400 | -40.2% | 0.14% | -24.7% |
| Q2 2016 | $1,914,000 | -30.0% | 17,400 | -29.6% | 0.19% | -28.8% |
| Q1 2016 | $2,733,000 | +20.4% | 24,700 | +20.5% | 0.27% | +21.9% |
| Q4 2015 | $2,269,000 | +330.6% | 20,500 | +253.4% | 0.22% | +90.4% |
| Q1 2014 | $527,000 | – | 5,800 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |