ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 100 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $553,000 | +10.4% | 4,993 | 0.0% | 0.03% | +11.5% |
| Q3 2015 | $501,000 | -3.1% | 4,993 | 0.0% | 0.03% | +4.0% |
| Q2 2015 | $517,000 | +0.4% | 4,993 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $515,000 | +1.2% | 4,993 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $509,000 | +4.1% | 4,993 | 0.0% | 0.02% | -21.9% |
| Q3 2014 | $489,000 | +2.9% | 4,993 | 0.0% | 0.03% | +6.7% |
| Q2 2014 | $475,000 | +4.6% | 4,993 | 0.0% | 0.03% | -9.1% |
| Q1 2014 | $454,000 | +1.6% | 4,993 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $447,000 | +12.3% | 4,993 | 0.0% | 0.03% | +3.1% |
| Q3 2013 | $398,000 | +7.3% | 4,993 | 0.0% | 0.03% | +3.2% |
| Q2 2013 | $371,000 | – | 4,993 | – | 0.03% | – |
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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% |