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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $210,000 | -36.4% | 713 | -15.9% | 0.01% | -30.0% |
| Q1 2022 | $330,000 | -16.5% | 848 | -5.7% | 0.02% | -13.0% |
| Q4 2021 | $395,000 | +8.8% | 899 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $363,000 | 0.0% | 899 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $363,000 | -27.4% | 899 | -35.1% | 0.02% | -31.4% |
| Q1 2021 | $500,000 | +3.1% | 1,386 | 0.0% | 0.04% | -5.4% |
| Q4 2020 | $485,000 | +13.3% | 1,386 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $428,000 | +10.6% | 1,386 | 0.0% | 0.04% | +5.6% |
| Q2 2020 | $387,000 | +31.6% | 1,386 | 0.0% | 0.04% | +9.1% |
| Q1 2020 | $294,000 | -16.0% | 1,386 | -4.1% | 0.03% | +6.5% |
| Q4 2019 | $350,000 | +11.5% | 1,446 | 0.0% | 0.03% | +3.3% |
| Q3 2019 | $314,000 | +0.6% | 1,446 | 0.0% | 0.03% | -6.2% |
| Q2 2019 | $312,000 | +1.6% | 1,446 | -2.8% | 0.03% | 0.0% |
| Q1 2019 | $307,000 | +19.9% | 1,488 | 0.0% | 0.03% | +6.7% |
| Q4 2018 | $256,000 | -17.7% | 1,488 | 0.0% | 0.03% | -16.7% |
| Q3 2018 | $311,000 | -45.1% | 1,488 | -49.3% | 0.04% | 0.0% |
| Q2 2018 | $566,000 | +118.5% | 2,934 | +102.9% | 0.04% | -51.4% |
| Q1 2018 | $259,000 | – | 1,446 | – | 0.07% | – |
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% |