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 2024 | $200,880 | -4.3% | 2,130 | +198.7% | 0.01% | -35.7% |
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 ↓ |
---|---|---|---|
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% |