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 | $448 | +5.4% | 1,172 | +8.2% | 0.00% | 0.0% |
| Q2 2023 | $425 | +32.8% | 1,083 | +14.8% | 0.00% | 0.0% |
| Q1 2023 | $320 | +14.3% | 943 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $280 | -99.9% | 998 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $278,000 | -23.6% | 1,005 | -18.8% | 0.00% | -33.3% |
| Q2 2022 | $364,000 | -34.9% | 1,238 | -13.8% | 0.00% | -25.0% |
| Q1 2022 | $559,000 | -35.7% | 1,437 | -27.5% | 0.00% | -33.3% |
| Q4 2021 | $870,000 | +3.8% | 1,982 | -4.5% | 0.01% | -14.3% |
| Q3 2021 | $838,000 | +9.4% | 2,076 | +9.4% | 0.01% | +16.7% |
| Q2 2021 | $766,000 | +41.3% | 1,897 | +26.3% | 0.01% | +20.0% |
| Q1 2021 | $542,000 | +0.9% | 1,502 | -2.1% | 0.01% | -16.7% |
| Q4 2020 | $537,000 | +23.7% | 1,534 | +9.3% | 0.01% | +20.0% |
| Q3 2020 | $434,000 | +113.8% | 1,403 | +50.1% | 0.01% | +66.7% |
| Q3 2019 | $203,000 | -77.5% | 935 | -77.7% | 0.00% | -76.9% |
| Q2 2019 | $904,000 | -12.0% | 4,190 | -15.9% | 0.01% | -18.8% |
| Q1 2019 | $1,027,000 | +13.1% | 4,981 | -5.8% | 0.02% | 0.0% |
| Q4 2018 | $908,000 | -12.0% | 5,289 | +7.3% | 0.02% | -5.9% |
| Q3 2018 | $1,032,000 | +100.8% | 4,929 | +72.1% | 0.02% | +54.5% |
| Q1 2018 | $514,000 | +14.0% | 2,864 | +7.2% | 0.01% | +22.2% |
| Q4 2017 | $451,000 | +70.2% | 2,671 | +56.4% | 0.01% | +80.0% |
| Q3 2017 | $265,000 | -16.1% | 1,708 | -21.7% | 0.01% | -16.7% |
| Q2 2017 | $316,000 | – | 2,182 | – | 0.01% | – |
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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% |