ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 117 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 19.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $19,000 | +11.8% | 48 | 0.0% | 0.01% | +42.9% |
| Q1 2021 | $17,000 | 0.0% | 48 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $17,000 | +13.3% | 48 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 48 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $13,000 | +30.0% | 48 | +2.1% | 0.01% | +16.7% |
| Q1 2020 | $10,000 | -9.1% | 47 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $11,000 | +10.0% | 47 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 47 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 47 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $10,000 | +25.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +11.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | -87.0% | 47 | -87.9% | 0.00% | -80.0% |
| Q1 2018 | $69,000 | +6.2% | 387 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $65,000 | +8.3% | 387 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $60,000 | +7.1% | 387 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $56,000 | +43.6% | 387 | -3.2% | 0.02% | 0.0% |
| Q3 2014 | $39,000 | -89.9% | 400 | -90.2% | 0.02% | -89.2% |
| Q2 2014 | $387,000 | -21.2% | 4,062 | -24.7% | 0.19% | +18.5% |
| Q1 2014 | $491,000 | +8.4% | 5,395 | +6.7% | 0.16% | 0.0% |
| Q4 2013 | $453,000 | +22.1% | 5,055 | +8.6% | 0.16% | +12.1% |
| Q3 2013 | $371,000 | +6.0% | 4,655 | -1.0% | 0.14% | +11.1% |
| Q2 2013 | $350,000 | – | 4,702 | – | 0.13% | – |
Download | ||||||
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% |