ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 141 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,509,000 | +7.2% | 7,209 | -1.2% | 0.65% | -4.6% |
| Q2 2018 | $1,407,000 | +2.9% | 7,296 | -4.3% | 0.68% | +7.9% |
| Q1 2018 | $1,368,000 | +2.2% | 7,626 | -3.9% | 0.63% | +6.8% |
| Q4 2017 | $1,339,000 | -7.3% | 7,932 | -1.0% | 0.59% | -14.5% |
| Q3 2017 | $1,444,000 | +18.8% | 8,009 | -2.3% | 0.69% | +10.6% |
| Q2 2017 | $1,216,000 | +13.0% | 8,201 | +5.5% | 0.62% | +10.1% |
| Q1 2017 | $1,076,000 | +16.5% | 7,774 | +4.1% | 0.57% | +9.2% |
| Q4 2016 | $924,000 | +2.6% | 7,466 | +2.5% | 0.52% | -5.5% |
| Q3 2016 | $901,000 | +11.1% | 7,286 | -1.2% | 0.55% | +6.2% |
| Q2 2016 | $811,000 | +4.4% | 7,371 | +5.0% | 0.52% | -3.5% |
| Q1 2016 | $777,000 | -5.7% | 7,018 | -5.8% | 0.54% | +10.5% |
| Q4 2015 | $824,000 | +49.5% | 7,447 | +41.0% | 0.48% | +27.0% |
| Q3 2015 | $551,000 | +4.2% | 5,281 | +3.3% | 0.38% | +35.0% |
| Q2 2015 | $529,000 | -0.2% | 5,110 | -0.6% | 0.28% | -6.6% |
| Q1 2015 | $530,000 | -0.2% | 5,143 | -1.2% | 0.30% | -2.3% |
| Q4 2014 | $531,000 | +9.3% | 5,207 | +2.1% | 0.31% | -9.4% |
| Q3 2014 | $486,000 | +9.5% | 5,098 | +9.2% | 0.34% | +15.9% |
| Q2 2014 | $444,000 | +8.3% | 4,667 | +5.2% | 0.30% | -5.8% |
| Q1 2014 | $410,000 | +21.3% | 4,437 | +13.6% | 0.31% | +15.1% |
| Q4 2013 | $338,000 | – | 3,907 | – | 0.27% | – |
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% |