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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $730,000 | +8.8% | 1,662 | 0.0% | 0.02% | +20.0% |
| Q3 2021 | $671,000 | 0.0% | 1,662 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $671,000 | +11.8% | 1,662 | 0.0% | 0.02% | +7.1% |
| Q1 2021 | $600,000 | +3.3% | 1,662 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $581,000 | +13.0% | 1,662 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $514,000 | +10.8% | 1,662 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $464,000 | +28.9% | 1,662 | -2.3% | 0.01% | +16.7% |
| Q1 2020 | $360,000 | -12.6% | 1,701 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $412,000 | +11.7% | 1,701 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $369,000 | -15.9% | 1,701 | -16.4% | 0.01% | -16.7% |
| Q2 2019 | $439,000 | +15.8% | 2,034 | +10.7% | 0.01% | 0.0% |
| Q1 2019 | $379,000 | +19.9% | 1,838 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $316,000 | -17.9% | 1,838 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $385,000 | +8.5% | 1,838 | 0.0% | 0.01% | +33.3% |
| Q2 2018 | $355,000 | +7.6% | 1,838 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $330,000 | +5.4% | 1,838 | -0.9% | 0.01% | 0.0% |
| Q4 2017 | $313,000 | +16.8% | 1,855 | 0.0% | 0.01% | +11.1% |
| Q2 2017 | $268,000 | +4.3% | 1,855 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $257,000 | +11.7% | 1,855 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $230,000 | +0.4% | 1,855 | 0.0% | 0.01% | -25.0% |
| Q3 2016 | $229,000 | +12.3% | 1,855 | 0.0% | 0.01% | +9.1% |
| Q2 2016 | $204,000 | -5.6% | 1,855 | -5.1% | 0.01% | 0.0% |
| Q1 2016 | $216,000 | 0.0% | 1,955 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $216,000 | +10.2% | 1,955 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $196,000 | -3.4% | 1,955 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $203,000 | +57.4% | 1,955 | +55.8% | 0.01% | +57.1% |
| Q1 2015 | $129,000 | +0.8% | 1,255 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $128,000 | +4.1% | 1,255 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $123,000 | +3.4% | 1,255 | 0.0% | 0.01% | +16.7% |
| Q2 2014 | $119,000 | +4.4% | 1,255 | 0.0% | 0.01% | -14.3% |
| Q1 2014 | $114,000 | +1.8% | 1,255 | 0.0% | 0.01% | +16.7% |
| Q4 2013 | $112,000 | +12.0% | 1,255 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $100,000 | +7.5% | 1,255 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $93,000 | – | 1,255 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |