ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 84 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,310,000 | -22.8% | 10,579 | -22.9% | 0.01% | -38.9% |
| Q3 2016 | $1,697,000 | -3.4% | 13,725 | -14.1% | 0.02% | +50.0% |
| Q2 2016 | $1,757,000 | -28.7% | 15,972 | -28.3% | 0.01% | -33.3% |
| Q1 2016 | $2,465,000 | +1269.4% | 22,272 | +1273.1% | 0.02% | +1700.0% |
| Q4 2015 | $180,000 | -80.6% | 1,622 | -82.4% | 0.00% | -83.3% |
| Q3 2015 | $926,000 | -36.7% | 9,236 | -34.7% | 0.01% | -40.0% |
| Q2 2015 | $1,464,000 | -58.7% | 14,136 | -58.9% | 0.01% | -52.4% |
| Q1 2015 | $3,545,000 | +197.9% | 34,372 | +182.6% | 0.02% | +200.0% |
| Q3 2014 | $1,190,000 | -81.7% | 12,161 | -82.2% | 0.01% | -81.6% |
| Q2 2014 | $6,515,000 | +45.2% | 68,436 | +38.8% | 0.04% | +100.0% |
| Q1 2014 | $4,487,000 | -77.4% | 49,320 | -77.8% | 0.02% | -77.1% |
| Q4 2013 | $19,878,000 | +378.4% | 221,902 | +326.1% | 0.08% | +388.2% |
| Q3 2013 | $4,155,000 | – | 52,072 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 67,335 | $14,260,000 | 13.49% |
| JGP Wealth Management, LLC | 77,256 | $17,284,000 | 6.12% |
| Mathes Company, Inc. | 36,300 | $7,687,000 | 5.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184,137 | $38,995,000 | 3.11% |
| Provident Wealth Management, LLC | 11,898 | $2,520,000 | 3.08% |
| Silversage Advisors | 8,951 | $1,896,000 | 2.77% |
| Destination Wealth Management | 208,334 | $44,119,000 | 2.70% |
| Equitable Holdings, Inc. | 342,050 | $72,436,000 | 2.60% |
| AFT, FORSYTH & COMPANY, INC. | 9,590 | $2,030,899,000 | 2.04% |
| White Lighthouse Investment Management Inc. | 20,337 | $4,307,000 | 1.80% |