ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 129 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $162,000 | +11.7% | 774 | +3.1% | 0.07% | +12.3% |
| Q2 2018 | $145,000 | +229.5% | 751 | +206.5% | 0.06% | +225.0% |
| Q1 2018 | $44,000 | -62.1% | 245 | -64.3% | 0.02% | -59.2% |
| Q4 2017 | $116,000 | +205.3% | 687 | +164.2% | 0.05% | +133.3% |
| Q2 2017 | $38,000 | -26.9% | 260 | -37.9% | 0.02% | -12.5% |
| Q3 2016 | $52,000 | +4.0% | 419 | -8.1% | 0.02% | -11.1% |
| Q4 2015 | $50,000 | +257.1% | 456 | +218.9% | 0.03% | +80.0% |
| Q3 2015 | $14,000 | -65.9% | 143 | -63.5% | 0.02% | -34.8% |
| Q2 2015 | $41,000 | -99.9% | 392 | +12.3% | 0.02% | +21.1% |
| Q1 2015 | $35,989,000 | -60.0% | 349 | -62.1% | 0.02% | -67.2% |
| Q3 2014 | $90,059,000 | +88193.1% | 921 | -19.3% | 0.06% | +3.6% |
| Q4 2013 | $102,000 | – | 1,141 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |