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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $351,000 | +11.4% | 1,450 | 0.0% | 0.09% | 0.0% |
| Q3 2019 | $315,000 | +0.6% | 1,450 | 0.0% | 0.09% | +1.1% |
| Q2 2019 | $313,000 | +4.7% | 1,450 | 0.0% | 0.09% | +2.3% |
| Q1 2019 | $299,000 | +20.1% | 1,450 | 0.0% | 0.09% | +39.7% |
| Q4 2018 | $249,000 | -18.1% | 1,450 | 0.0% | 0.06% | -30.8% |
| Q3 2018 | $304,000 | +8.6% | 1,450 | 0.0% | 0.09% | -27.8% |
| Q2 2018 | $280,000 | +7.7% | 1,450 | 0.0% | 0.13% | -5.3% |
| Q1 2018 | $260,000 | +6.1% | 1,450 | 0.0% | 0.13% | -4.3% |
| Q4 2017 | $245,000 | – | 1,450 | – | 0.14% | – |
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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% |