ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 131 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,129,241 | -7.4% | 13,421 | -4.8% | 1.24% | -5.8% |
| Q2 2023 | $5,537,506 | +14.6% | 14,095 | -1.0% | 1.32% | +8.6% |
| Q1 2023 | $4,830,548 | +29.0% | 14,236 | +6.5% | 1.22% | +19.7% |
| Q4 2022 | $3,743,567 | +4.5% | 13,370 | +3.2% | 1.02% | -2.5% |
| Q3 2022 | $3,581,000 | -5.1% | 12,956 | +1.0% | 1.04% | -3.4% |
| Q2 2022 | $3,775,000 | -17.4% | 12,822 | +9.0% | 1.08% | -7.1% |
| Q1 2022 | $4,571,000 | -11.3% | 11,763 | +0.3% | 1.16% | -9.4% |
| Q4 2021 | $5,151,000 | +8.5% | 11,733 | -0.2% | 1.28% | +0.9% |
| Q3 2021 | $4,746,000 | -13.0% | 11,757 | -12.9% | 1.27% | -14.8% |
| Q2 2021 | $5,453,000 | +10.2% | 13,497 | -1.6% | 1.49% | -1.3% |
| Q1 2021 | $4,949,000 | -8.0% | 13,715 | -10.8% | 1.51% | -11.8% |
| Q4 2020 | $5,380,000 | +8.1% | 15,379 | -4.5% | 1.72% | -0.3% |
| Q3 2020 | $4,976,000 | -2.1% | 16,099 | -11.6% | 1.72% | -7.7% |
| Q2 2020 | $5,082,000 | +18.0% | 18,204 | -10.5% | 1.87% | +3.5% |
| Q1 2020 | $4,307,000 | -22.3% | 20,337 | -11.2% | 1.80% | -11.4% |
| Q4 2019 | $5,546,000 | +9.1% | 22,902 | -2.2% | 2.03% | -0.5% |
| Q3 2019 | $5,082,000 | -3.7% | 23,417 | -4.3% | 2.04% | -7.1% |
| Q2 2019 | $5,276,000 | +1.8% | 24,464 | -2.7% | 2.20% | -7.5% |
| Q1 2019 | $5,184,000 | +17.0% | 25,139 | -2.6% | 2.38% | -2.3% |
| Q4 2018 | $4,432,000 | -21.5% | 25,812 | -4.3% | 2.44% | -15.5% |
| Q3 2018 | $5,646,000 | +7.7% | 26,966 | -0.8% | 2.88% | +0.1% |
| Q2 2018 | $5,242,000 | +8.5% | 27,176 | +0.9% | 2.88% | +3.9% |
| Q1 2018 | $4,830,000 | -2.3% | 26,921 | -8.0% | 2.77% | -2.4% |
| Q4 2017 | $4,942,000 | – | 29,276 | – | 2.84% | – |
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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% |