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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,768 | -0.6% | 664 | +2.2% | 0.08% | +4.1% |
| Q2 2023 | $255,366 | +15.8% | 650 | 0.0% | 0.07% | +10.6% |
| Q1 2023 | $220,558 | -65.6% | 650 | -60.6% | 0.07% | -61.6% |
| Q1 2022 | $641,000 | -16.5% | 1,650 | -5.7% | 0.17% | -12.2% |
| Q4 2021 | $768,000 | +8.8% | 1,750 | 0.0% | 0.20% | +2.1% |
| Q3 2021 | $706,000 | -0.1% | 1,750 | 0.0% | 0.19% | +1.1% |
| Q2 2021 | $707,000 | +12.0% | 1,750 | 0.0% | 0.19% | +5.0% |
| Q1 2021 | $631,000 | +3.1% | 1,750 | 0.0% | 0.18% | +1.7% |
| Q4 2020 | $612,000 | +25.4% | 1,750 | 0.0% | 0.18% | -2.2% |
| Q2 2020 | $488,000 | +31.5% | 1,750 | 0.0% | 0.18% | +23.0% |
| Q1 2020 | $371,000 | -28.8% | 1,750 | -18.6% | 0.15% | +1.4% |
| Q4 2019 | $521,000 | +11.6% | 2,150 | 0.0% | 0.15% | +0.7% |
| Q3 2019 | $467,000 | +0.6% | 2,150 | 0.0% | 0.14% | -3.3% |
| Q2 2019 | $464,000 | -4.3% | 2,150 | -8.5% | 0.15% | -9.6% |
| Q1 2019 | $485,000 | +6.6% | 2,350 | -11.3% | 0.17% | -5.7% |
| Q4 2018 | $455,000 | -18.0% | 2,650 | 0.0% | 0.18% | -5.9% |
| Q3 2018 | $555,000 | +8.6% | 2,650 | 0.0% | 0.19% | +6.2% |
| Q2 2018 | $511,000 | +7.6% | 2,650 | 0.0% | 0.18% | +3.5% |
| Q1 2018 | $475,000 | +6.3% | 2,650 | 0.0% | 0.17% | +7.6% |
| Q4 2017 | $447,000 | +8.8% | 2,650 | 0.0% | 0.16% | +2.6% |
| Q3 2017 | $411,000 | +7.3% | 2,650 | 0.0% | 0.15% | +2.7% |
| Q2 2017 | $383,000 | +4.4% | 2,650 | 0.0% | 0.15% | -5.7% |
| Q1 2017 | $367,000 | +11.9% | 2,650 | 0.0% | 0.16% | +5.3% |
| Q4 2016 | $328,000 | 0.0% | 2,650 | 0.0% | 0.15% | +23.8% |
| Q3 2016 | $328,000 | -7.9% | 2,650 | -17.6% | 0.12% | +20.8% |
| Q2 2016 | $356,000 | +21.5% | 3,217 | +21.4% | 0.10% | 0.0% |
| Q1 2016 | $293,000 | -17.7% | 2,650 | -17.6% | 0.10% | 0.0% |
| Q4 2015 | $356,000 | – | 3,217 | – | 0.10% | – |
Download | ||||||
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% |