ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 123 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $157,000 | +1.3% | 725 | -9.4% | 0.03% | -20.0% |
| Q2 2019 | $155,000 | +3.3% | 800 | +10.3% | 0.04% | +20.7% |
| Q1 2019 | $150,000 | +21.0% | 725 | 0.0% | 0.03% | +7.4% |
| Q4 2018 | $124,000 | -17.9% | 725 | 0.0% | 0.03% | -10.0% |
| Q3 2018 | $151,000 | -1.9% | 725 | -9.4% | 0.03% | -9.1% |
| Q2 2018 | $154,000 | -14.0% | 800 | -20.0% | 0.03% | -17.5% |
| Q1 2018 | $179,000 | +5.9% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $169,000 | – | 1,000 | – | 0.04% | – |
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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% |