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 | $836,094 | -57.2% | 2,188 | -56.0% | 0.03% | -10.5% |
| Q2 2023 | $1,953,112 | +210.7% | 4,972 | +168.3% | 0.04% | +5.6% |
| Q1 2023 | $628,650 | +13.7% | 1,853 | -6.1% | 0.04% | +111.8% |
| Q4 2022 | $552,679 | +30.7% | 1,974 | +29.0% | 0.02% | -54.1% |
| Q3 2022 | $423,000 | -9.0% | 1,530 | -3.2% | 0.04% | -5.1% |
| Q2 2022 | $465,000 | -30.8% | 1,580 | -8.7% | 0.04% | -17.0% |
| Q1 2022 | $672,000 | -12.0% | 1,730 | -0.6% | 0.05% | -14.5% |
| Q4 2021 | $764,000 | +8.7% | 1,741 | 0.0% | 0.06% | -9.8% |
| Q3 2021 | $703,000 | -1.0% | 1,741 | -1.0% | 0.06% | -3.2% |
| Q2 2021 | $710,000 | +12.0% | 1,758 | 0.0% | 0.06% | -3.1% |
| Q1 2021 | $634,000 | -5.1% | 1,758 | -8.0% | 0.06% | -16.7% |
| Q4 2020 | $668,000 | +13.2% | 1,910 | 0.0% | 0.08% | -4.9% |
| Q3 2020 | $590,000 | +10.7% | 1,910 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $533,000 | +24.2% | 1,910 | 0.0% | 0.08% | +5.0% |
| Q1 2020 | $429,000 | -19.1% | 1,910 | -11.2% | 0.08% | -25.9% |
| Q4 2019 | $530,000 | +10.9% | 2,150 | 0.0% | 0.11% | -3.6% |
| Q3 2019 | $478,000 | +3.0% | 2,150 | 0.0% | 0.11% | +2.8% |
| Q2 2019 | $464,000 | +5.5% | 2,150 | +7.5% | 0.11% | +6.9% |
| Q1 2019 | $440,000 | +2.6% | 2,000 | -13.0% | 0.10% | -7.3% |
| Q4 2018 | $429,000 | -11.0% | 2,300 | 0.0% | 0.11% | -7.6% |
| Q3 2018 | $482,000 | +8.6% | 2,300 | 0.0% | 0.12% | -10.5% |
| Q2 2018 | $444,000 | +7.5% | 2,300 | 0.0% | 0.13% | -12.5% |
| Q1 2018 | $413,000 | +2.0% | 2,300 | -4.2% | 0.15% | +0.7% |
| Q4 2017 | $405,000 | +8.6% | 2,400 | 0.0% | 0.15% | +24.8% |
| Q3 2017 | $373,000 | -22.1% | 2,400 | -27.6% | 0.12% | +16.3% |
| Q2 2017 | $479,000 | +4.4% | 3,313 | 0.0% | 0.10% | +7.2% |
| Q1 2017 | $459,000 | +1.5% | 3,313 | 0.0% | 0.10% | -2.0% |
| Q4 2016 | $452,000 | +10.2% | 3,313 | 0.0% | 0.10% | -5.7% |
| Q3 2016 | $410,000 | +12.6% | 3,313 | 0.0% | 0.10% | +8.2% |
| Q2 2016 | $364,000 | -1.9% | 3,313 | -1.0% | 0.10% | -4.9% |
| Q4 2015 | $371,000 | -28.2% | 3,348 | -35.0% | 0.10% | -33.3% |
| Q3 2015 | $517,000 | -3.2% | 5,151 | 0.0% | 0.15% | +8.5% |
| Q2 2015 | $534,000 | +0.6% | 5,151 | +0.1% | 0.14% | -3.4% |
| Q1 2015 | $531,000 | -0.6% | 5,148 | -1.8% | 0.15% | -8.8% |
| Q4 2014 | $534,000 | -1.3% | 5,240 | -5.2% | 0.16% | -0.6% |
| Q3 2014 | $541,000 | +27.9% | 5,527 | +261.2% | 0.16% | +335.1% |
| Q3 2011 | $423,000 | – | 1,530 | – | 0.04% | – |
Download | ||||||
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% |