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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,995,000 | -6.1% | 9,191 | -6.7% | 0.02% | -5.3% |
| Q2 2019 | $2,125,000 | +6.3% | 9,856 | +1.7% | 0.02% | 0.0% |
| Q1 2019 | $1,999,000 | +21.7% | 9,695 | +1.3% | 0.02% | +5.6% |
| Q4 2018 | $1,643,000 | -17.7% | 9,570 | +0.3% | 0.02% | -10.0% |
| Q3 2018 | $1,997,000 | +26.8% | 9,540 | +16.8% | 0.02% | +17.6% |
| Q2 2018 | $1,575,000 | -2.1% | 8,169 | -8.9% | 0.02% | -5.6% |
| Q1 2018 | $1,608,000 | +7.5% | 8,965 | +1.1% | 0.02% | -5.3% |
| Q4 2017 | $1,496,000 | +16.9% | 8,868 | +7.5% | 0.02% | +11.8% |
| Q3 2017 | $1,280,000 | +12.3% | 8,248 | +4.6% | 0.02% | 0.0% |
| Q2 2017 | $1,140,000 | +15.4% | 7,882 | +10.4% | 0.02% | +30.8% |
| Q1 2017 | $988,000 | +18.0% | 7,142 | +5.4% | 0.01% | +8.3% |
| Q4 2016 | $837,000 | 0.0% | 6,777 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $837,000 | +6.5% | 6,777 | -5.2% | 0.01% | 0.0% |
| Q2 2016 | $786,000 | -0.3% | 7,147 | +0.3% | 0.01% | -7.7% |
| Q1 2016 | $788,000 | -9.3% | 7,129 | -9.3% | 0.01% | -27.8% |
| Q4 2015 | $869,000 | +29.9% | 7,857 | +17.7% | 0.02% | +20.0% |
| Q3 2015 | $669,000 | -5.2% | 6,674 | -2.2% | 0.02% | 0.0% |
| Q2 2015 | $706,000 | -89.8% | 6,824 | +2.1% | 0.02% | 0.0% |
| Q1 2015 | $6,893,000 | -0.7% | 6,684 | -1.9% | 0.02% | -6.2% |
| Q4 2014 | $6,945,000 | +15.6% | 6,815 | +11.0% | 0.02% | +14.3% |
| Q3 2014 | $6,010,000 | +4.9% | 6,140 | +2.0% | 0.01% | 0.0% |
| Q2 2014 | $5,730,000 | +3.1% | 6,020 | -1.5% | 0.01% | 0.0% |
| Q1 2014 | $5,557,000 | +12.7% | 6,109 | +11.0% | 0.01% | 0.0% |
| Q4 2013 | $4,930,000 | +17.5% | 5,504 | +4.7% | 0.01% | +7.7% |
| Q3 2013 | $4,196,000 | +9.6% | 5,259 | +2.2% | 0.01% | 0.0% |
| Q2 2013 | $3,827,000 | – | 5,144 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brouwer & Janachowski, LLC | 163,723 | $66,141,000 | 11.49% |
| Stuart Chaussee & Associates, Inc. | 46,533 | $18,798,000 | 8.31% |
| GM Advisory Group, LLC | 118,360 | $47,815,000 | 4.90% |
| Mathes Company, Inc. | 33,688 | $13,609,000 | 4.90% |
| Legacy Financial Strategies, LLC | 25,250 | $10,201,000 | 4.89% |
| Apexium Financial, LP | 13,894 | $5,615,000 | 3.49% |
| Equitable Holdings, Inc. | 474,150 | $191,547,000 | 3.30% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 66,457 | $26,847,299 | 3.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,409 | $68,438,000 | 3.07% |
| Campion Asset Management | 7,985 | $3,226,000 | 2.68% |