ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 91 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,109 | -35.1% | 50 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $29,449 | +200.3% | 100 | +100.0% | 0.00% | – |
| Q1 2023 | $9,805 | +19510.0% | 50 | -77.7% | 0.00% | -100.0% |
| Q4 2022 | $50 | -99.9% | 224 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $51,000 | -15.0% | 225 | -20.8% | 0.00% | -50.0% |
| Q2 2022 | $60,000 | -17.8% | 284 | -18.2% | 0.00% | +100.0% |
| Q1 2022 | $73,000 | +46.0% | 347 | +207.1% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +11.1% | 113 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | -23.7% | 113 | -30.7% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | -42.7% | 163 | -44.4% | 0.00% | -75.0% |
| Q4 2020 | $103,000 | +14.4% | 293 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $90,000 | -75.2% | 293 | -77.9% | 0.01% | -82.8% |
| Q2 2020 | $363,000 | -27.7% | 1,328 | -42.6% | 0.03% | -43.1% |
| Q1 2020 | $502,000 | -12.5% | 2,315 | -1.9% | 0.05% | +18.6% |
| Q4 2019 | $574,000 | +5.3% | 2,359 | -6.8% | 0.04% | +16.2% |
| Q3 2019 | $545,000 | +148.9% | 2,530 | +97.3% | 0.04% | +184.6% |
| Q4 2018 | $219,000 | -26.5% | 1,282 | -9.8% | 0.01% | +8.3% |
| Q3 2018 | $298,000 | +88.6% | 1,421 | +72.9% | 0.01% | +71.4% |
| Q2 2018 | $158,000 | +39.8% | 822 | +22.7% | 0.01% | +40.0% |
| Q1 2018 | $113,000 | 0.0% | 670 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $113,000 | +17.7% | 670 | +8.8% | 0.01% | +25.0% |
| Q3 2017 | $96,000 | +7.9% | 616 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $89,000 | +78.0% | 616 | +71.1% | 0.00% | +100.0% |
| Q1 2017 | $50,000 | +11.1% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $45,000 | -10.0% | 360 | -10.2% | 0.00% | -33.3% |
| Q3 2016 | $50,000 | +13.6% | 401 | +0.2% | 0.00% | +50.0% |
| Q2 2016 | $44,000 | +12.8% | 400 | +14.6% | 0.00% | -33.3% |
| Q4 2015 | $39,000 | – | 349 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |