ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 76 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $415,000 | +150.0% | 3,000 | +123.9% | 0.00% | +100.0% |
| Q4 2016 | $166,000 | -73.4% | 1,340 | -73.5% | 0.00% | -66.7% |
| Q3 2016 | $625,000 | +203.4% | 5,055 | +171.8% | 0.00% | +200.0% |
| Q1 2016 | $206,000 | -62.3% | 1,860 | -65.9% | 0.00% | -50.0% |
| Q3 2015 | $547,000 | +59.0% | 5,455 | +64.6% | 0.00% | +100.0% |
| Q2 2015 | $344,000 | +94.4% | 3,315 | +92.7% | 0.00% | 0.0% |
| Q1 2015 | $177,000 | -68.5% | 1,720 | -70.1% | 0.00% | -50.0% |
| Q3 2014 | $562,000 | +93.8% | 5,750 | +88.5% | 0.00% | +100.0% |
| Q2 2014 | $290,000 | – | 3,050 | – | 0.00% | – |
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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% |