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 2023 | $261,793 | -2.7% | 685 | 0.0% | 0.08% | +95.0% |
| Q2 2023 | $269,116 | +15.8% | 685 | 0.0% | 0.04% | -42.9% |
| Q1 2023 | $232,434 | +9.1% | 685 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $213,000 | -19.9% | 685 | 0.0% | 0.07% | -9.3% |
| Q1 2022 | $266,000 | -13.4% | 685 | -2.0% | 0.08% | -7.4% |
| Q4 2021 | $307,000 | +1.7% | 699 | -6.7% | 0.08% | -9.0% |
| Q3 2021 | $302,000 | -5.0% | 749 | -4.9% | 0.09% | -4.3% |
| Q2 2021 | $318,000 | +12.0% | 788 | 0.0% | 0.09% | +2.2% |
| Q1 2021 | $284,000 | +2.9% | 788 | 0.0% | 0.09% | +21.3% |
| Q4 2020 | $276,000 | +13.1% | 788 | 0.0% | 0.08% | -21.1% |
| Q3 2020 | $244,000 | -21.5% | 788 | -29.2% | 0.10% | -29.1% |
| Q2 2020 | $311,000 | +31.8% | 1,113 | 0.0% | 0.13% | +9.8% |
| Q1 2020 | $236,000 | -12.6% | 1,113 | 0.0% | 0.12% | +20.8% |
| Q4 2019 | $270,000 | +11.6% | 1,113 | 0.0% | 0.10% | +3.1% |
| Q3 2019 | $242,000 | +0.8% | 1,113 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $240,000 | +4.3% | 1,113 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $230,000 | +16.2% | 1,113 | -3.5% | 0.10% | +5.3% |
| Q4 2018 | $198,000 | -70.2% | 1,153 | -63.7% | 0.09% | -62.8% |
| Q3 2018 | $664,000 | +8.0% | 3,173 | -0.5% | 0.25% | +2.8% |
| Q2 2018 | $615,000 | +7.5% | 3,189 | 0.0% | 0.25% | +4.7% |
| Q1 2018 | $572,000 | +6.3% | 3,189 | 0.0% | 0.24% | +10.3% |
| Q4 2017 | $538,000 | +6.5% | 3,189 | -1.8% | 0.21% | +4.4% |
| Q3 2017 | $505,000 | +2.9% | 3,249 | 0.0% | 0.20% | +2.5% |
| Q2 2017 | $491,000 | +8.1% | 3,249 | -1.5% | 0.20% | +1.0% |
| Q1 2017 | $454,000 | +3.7% | 3,299 | -1.0% | 0.20% | 0.0% |
| Q4 2016 | $438,000 | -99.9% | 3,334 | +1.2% | 0.20% | +4.2% |
| Q3 2016 | $401,716,000 | +11.7% | 3,294 | +0.8% | 0.19% | +12.5% |
| Q2 2016 | $359,524,000 | -0.6% | 3,269 | 0.0% | 0.17% | -2.3% |
| Q1 2016 | $361,747,000 | -0.0% | 3,269 | 0.0% | 0.17% | -1.1% |
| Q4 2015 | $361,845,000 | +10.4% | 3,269 | 0.0% | 0.17% | +3.0% |
| Q3 2015 | $327,880,000 | -3.2% | 3,269 | 0.0% | 0.17% | +5.0% |
| Q2 2015 | $338,668,000 | +100395.0% | 3,269 | 0.0% | 0.16% | -6.9% |
| Q1 2015 | $337,000 | +1.2% | 3,269 | 0.0% | 0.17% | +6.8% |
| Q4 2014 | $333,000 | – | 3,269 | – | 0.16% | – |
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% |