ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 80 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,094,000 | +5.2% | 7,565 | +0.7% | 0.79% | +2.9% |
| Q1 2017 | $1,040,000 | +12.4% | 7,509 | +0.5% | 0.77% | +15.4% |
| Q4 2016 | $925,000 | 0.0% | 7,471 | -0.2% | 0.67% | -5.8% |
| Q3 2016 | $925,000 | +26.2% | 7,483 | +12.3% | 0.71% | +36.4% |
| Q2 2016 | $733,000 | -6.6% | 6,666 | -6.0% | 0.52% | -9.4% |
| Q1 2016 | $785,000 | -2.6% | 7,091 | -2.6% | 0.57% | +10.6% |
| Q4 2015 | $806,000 | +28.1% | 7,281 | +16.2% | 0.52% | +41.9% |
| Q3 2015 | $629,000 | -6.8% | 6,266 | -3.9% | 0.36% | +21.7% |
| Q2 2015 | $675,000 | -2.5% | 6,518 | -2.9% | 0.30% | +7.5% |
| Q1 2015 | $692,000 | +3.4% | 6,713 | +2.2% | 0.28% | +12.0% |
| Q4 2014 | $669,000 | +6.5% | 6,569 | +2.4% | 0.25% | +29.0% |
| Q3 2014 | $628,000 | +2.4% | 6,413 | -0.5% | 0.19% | -0.5% |
| Q2 2014 | $613,000 | +14.8% | 6,443 | +9.7% | 0.19% | +14.1% |
| Q1 2014 | $534,000 | +32.8% | 5,871 | +30.9% | 0.17% | +26.9% |
| Q4 2013 | $402,000 | +16.2% | 4,486 | +3.5% | 0.13% | +13.6% |
| Q3 2013 | $346,000 | +2.7% | 4,335 | -4.4% | 0.12% | +21.6% |
| Q2 2013 | $337,000 | +4.3% | 4,535 | +2.3% | 0.10% | -21.8% |
| Q1 2013 | $323,000 | – | 4,435 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |