ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 103 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,556,235 | -4.5% | 64,253 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $25,704,159 | +61.6% | 65,427 | +39.6% | 0.01% | +40.0% |
| Q1 2023 | $15,902,510 | +10.1% | 46,865 | -9.1% | 0.01% | +25.0% |
| Q4 2022 | $14,441,455 | +15.5% | 51,577 | +14.1% | 0.00% | 0.0% |
| Q3 2022 | $12,500,000 | -10.2% | 45,222 | -4.4% | 0.00% | 0.0% |
| Q2 2022 | $13,922,000 | -14.5% | 47,289 | +12.9% | 0.00% | 0.0% |
| Q1 2022 | $16,279,000 | +6.3% | 41,889 | +20.1% | 0.00% | 0.0% |
| Q4 2021 | $15,309,000 | +26.8% | 34,870 | +16.6% | 0.00% | +33.3% |
| Q3 2021 | $12,069,000 | +3.1% | 29,898 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $11,706,000 | -21.0% | 28,976 | -29.4% | 0.00% | 0.0% |
| Q1 2021 | $14,820,000 | -49.0% | 41,070 | -50.5% | 0.00% | -57.1% |
| Q4 2020 | $29,051,000 | +18.0% | 83,045 | +4.2% | 0.01% | 0.0% |
| Q3 2020 | $24,625,000 | -8.9% | 79,680 | -17.7% | 0.01% | -12.5% |
| Q2 2020 | $27,028,000 | +42.5% | 96,825 | +8.1% | 0.01% | +14.3% |
| Q1 2020 | $18,971,000 | -1.2% | 89,584 | +13.0% | 0.01% | +40.0% |
| Q4 2019 | $19,197,000 | +12.8% | 79,278 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $17,023,000 | +9.7% | 78,437 | +9.0% | 0.01% | +25.0% |
| Q2 2019 | $15,522,000 | -13.9% | 71,979 | -17.7% | 0.00% | -20.0% |
| Q1 2019 | $18,031,000 | +35.1% | 87,440 | +12.5% | 0.01% | +25.0% |
| Q4 2018 | $13,344,000 | -3.9% | 77,710 | +17.2% | 0.00% | 0.0% |
| Q3 2018 | $13,888,000 | +43.3% | 66,329 | +32.0% | 0.00% | +33.3% |
| Q2 2018 | $9,693,000 | +5.2% | 50,254 | -2.1% | 0.00% | 0.0% |
| Q1 2018 | $9,215,000 | +14.0% | 51,354 | +7.2% | 0.00% | +50.0% |
| Q4 2017 | $8,082,000 | +13.6% | 47,883 | +4.5% | 0.00% | 0.0% |
| Q3 2017 | $7,116,000 | +0.2% | 45,828 | -6.6% | 0.00% | 0.0% |
| Q2 2017 | $7,099,000 | +6.0% | 49,085 | +1.5% | 0.00% | 0.0% |
| Q1 2017 | $6,695,000 | +56.3% | 48,358 | +39.8% | 0.00% | 0.0% |
| Q4 2016 | $4,284,000 | -5.0% | 34,602 | -5.1% | 0.00% | 0.0% |
| Q3 2016 | $4,508,000 | +19.1% | 36,469 | +6.0% | 0.00% | +100.0% |
| Q2 2016 | $3,785,000 | -0.1% | 34,418 | +0.5% | 0.00% | -50.0% |
| Q1 2016 | $3,789,000 | -49.6% | 34,246 | -49.6% | 0.00% | -33.3% |
| Q4 2015 | $7,518,000 | +27.0% | 67,912 | +15.1% | 0.00% | +50.0% |
| Q3 2015 | $5,920,000 | -5.2% | 59,023 | -2.1% | 0.00% | 0.0% |
| Q2 2015 | $6,243,000 | -54.5% | 60,259 | -54.8% | 0.00% | -33.3% |
| Q1 2015 | $13,734,000 | +79.5% | 133,170 | +77.4% | 0.00% | 0.0% |
| Q4 2014 | $7,650,000 | +9.7% | 75,064 | +5.4% | 0.00% | 0.0% |
| Q3 2014 | $6,971,000 | +2.4% | 71,206 | -0.4% | 0.00% | 0.0% |
| Q2 2014 | $6,805,000 | -4.6% | 71,486 | -8.8% | 0.00% | 0.0% |
| Q1 2014 | $7,135,000 | -10.3% | 78,421 | -11.7% | 0.00% | 0.0% |
| Q4 2013 | $7,953,000 | +21.1% | 88,778 | +7.9% | 0.00% | 0.0% |
| Q3 2013 | $6,567,000 | +23.0% | 82,303 | +14.7% | 0.00% | 0.0% |
| Q2 2013 | $5,337,000 | – | 71,738 | – | 0.00% | – |
Download | ||||||
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% |