ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 85 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |