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 | $364,218 | -2.7% | 953 | 0.0% | 0.21% | +2.5% |
| Q2 2023 | $374,405 | +15.8% | 953 | 0.0% | 0.20% | +8.0% |
| Q1 2023 | $323,372 | +21.2% | 953 | 0.0% | 0.19% | +18.2% |
| Q4 2022 | $266,840 | +1.5% | 953 | 0.0% | 0.16% | -8.1% |
| Q3 2022 | $263,000 | -6.4% | 953 | 0.0% | 0.17% | -3.4% |
| Q2 2022 | $281,000 | -24.1% | 953 | 0.0% | 0.18% | -9.1% |
| Q1 2022 | $370,000 | -11.5% | 953 | 0.0% | 0.20% | -7.5% |
| Q4 2021 | $418,000 | +8.6% | 953 | 0.0% | 0.21% | +0.5% |
| Q3 2021 | $385,000 | 0.0% | 953 | 0.0% | 0.21% | +1.4% |
| Q2 2021 | $385,000 | +9.7% | 953 | -2.1% | 0.21% | +3.5% |
| Q1 2021 | $351,000 | +0.6% | 973 | -2.5% | 0.20% | -6.0% |
| Q4 2020 | $349,000 | -5.7% | 998 | -16.7% | 0.22% | -14.0% |
| Q3 2020 | $370,000 | +10.8% | 1,198 | 0.0% | 0.25% | +2.0% |
| Q2 2020 | $334,000 | +31.5% | 1,198 | 0.0% | 0.24% | +7.5% |
| Q1 2020 | $254,000 | -17.0% | 1,198 | -5.1% | 0.23% | +7.5% |
| Q4 2019 | $306,000 | +8.9% | 1,263 | -2.3% | 0.21% | +1.4% |
| Q3 2019 | $281,000 | -2.1% | 1,293 | -3.0% | 0.21% | -1.9% |
| Q2 2019 | $287,000 | +4.4% | 1,333 | 0.0% | 0.21% | 0.0% |
| Q1 2019 | $275,000 | +20.1% | 1,333 | 0.0% | 0.21% | +4.9% |
| Q4 2018 | $229,000 | -25.4% | 1,333 | -9.0% | 0.20% | -11.7% |
| Q3 2018 | $307,000 | +8.5% | 1,465 | 0.0% | 0.23% | +10.6% |
| Q2 2018 | $283,000 | +7.6% | 1,465 | 0.0% | 0.21% | +4.5% |
| Q1 2018 | $263,000 | -12.9% | 1,465 | -18.2% | 0.20% | -10.4% |
| Q4 2017 | $302,000 | -42.5% | 1,790 | -47.0% | 0.22% | -42.3% |
| Q3 2017 | $525,000 | +7.4% | 3,378 | 0.0% | 0.38% | +4.6% |
| Q2 2017 | $489,000 | +31.8% | 3,378 | +26.1% | 0.37% | +25.2% |
| Q1 2017 | $371,000 | +9.8% | 2,678 | -1.8% | 0.29% | +5.4% |
| Q4 2016 | $338,000 | -1.5% | 2,728 | -1.6% | 0.28% | -2.8% |
| Q3 2016 | $343,000 | -43.8% | 2,773 | -50.0% | 0.29% | +4.4% |
| Q2 2016 | $610,000 | +98.7% | 5,546 | +100.0% | 0.28% | +1.1% |
| Q1 2016 | $307,000 | 0.0% | 2,773 | 0.0% | 0.27% | -1.4% |
| Q4 2015 | $307,000 | +6.6% | 2,773 | -3.5% | 0.28% | +1.8% |
| Q3 2015 | $288,000 | -9.1% | 2,875 | -6.0% | 0.27% | -0.4% |
| Q2 2015 | $317,000 | +0.3% | 3,060 | 0.0% | 0.27% | -1.4% |
| Q1 2015 | $316,000 | -47.9% | 3,060 | -48.6% | 0.28% | -47.4% |
| Q4 2014 | $606,000 | -60.5% | 5,948 | -62.1% | 0.52% | -61.2% |
| Q3 2014 | $1,536,000 | -1.9% | 15,688 | -4.6% | 1.35% | +0.7% |
| Q2 2014 | $1,565,000 | +3.0% | 16,439 | -1.6% | 1.34% | -1.5% |
| Q1 2014 | $1,519,000 | – | 16,699 | – | 1.37% | – |
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% |