ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 141 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,246,020 | -2.7% | 11,110 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $4,364,786 | +15.8% | 11,110 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,769,845 | +21.2% | 11,110 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,110,800 | +1.3% | 11,110 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,071,000 | -9.4% | 11,110 | -3.5% | 0.00% | 0.0% |
| Q2 2022 | $3,389,000 | -24.3% | 11,512 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,474,000 | -11.5% | 11,512 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,054,000 | +8.8% | 11,512 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,647,000 | -0.1% | 11,512 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,650,000 | +11.9% | 11,512 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,154,000 | +3.1% | 11,512 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,028,000 | +13.2% | 11,512 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,558,000 | +11.8% | 11,512 | +1.0% | 0.00% | 0.0% |
| Q2 2020 | $3,183,000 | +31.9% | 11,402 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,414,000 | -12.5% | 11,402 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,760,000 | +11.6% | 11,402 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,474,000 | -81.2% | 11,402 | -81.3% | 0.00% | -75.0% |
| Q2 2019 | $13,154,000 | -60.4% | 61,000 | -62.1% | 0.01% | -60.0% |
| Q1 2019 | $33,199,000 | +20.1% | 161,000 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $27,644,000 | -18.0% | 161,000 | 0.0% | 0.02% | +100.0% |
| Q3 2018 | $33,710,000 | +8.5% | 161,000 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $31,056,000 | +7.5% | 161,000 | 0.0% | 0.01% | -35.7% |
| Q1 2018 | $28,887,000 | +2263.9% | 161,000 | +1241.9% | 0.01% | +1300.0% |
| Q4 2014 | $1,222,000 | +4.0% | 11,998 | -0.1% | 0.00% | 0.0% |
| Q3 2014 | $1,175,000 | +2.7% | 12,006 | -0.2% | 0.00% | 0.0% |
| Q2 2014 | $1,144,000 | +4.2% | 12,031 | -0.4% | 0.00% | 0.0% |
| Q1 2014 | $1,098,000 | +1.1% | 12,085 | -0.4% | 0.00% | 0.0% |
| Q4 2013 | $1,086,000 | +8.5% | 12,130 | -3.5% | 0.00% | 0.0% |
| Q3 2013 | $1,001,000 | – | 12,570 | – | 0.00% | – |
Download | ||||||
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% |