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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $128,000 | -23.4% | 1,028 | -24.0% | 0.00% | -33.3% |
| Q3 2016 | $167,000 | -5.1% | 1,352 | -15.7% | 0.01% | 0.0% |
| Q2 2016 | $176,000 | -18.1% | 1,603 | -17.5% | 0.01% | -33.3% |
| Q1 2016 | $215,000 | -7.3% | 1,943 | -7.4% | 0.01% | -18.2% |
| Q4 2015 | $232,000 | +1833.3% | 2,099 | +1634.7% | 0.01% | +1000.0% |
| Q3 2015 | $12,000 | -7.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | -43.5% | 121 | -45.2% | 0.00% | -50.0% |
| Q1 2015 | $23,000 | +15.0% | 221 | +10.5% | 0.00% | 0.0% |
| Q4 2014 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $20,000 | +42.9% | 200 | +33.3% | 0.00% | 0.0% |
| Q2 2014 | $14,000 | -50.0% | 150 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $28,000 | +211.1% | 300 | +200.0% | 0.00% | +100.0% |
| Q4 2013 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $8,000 | +33.3% | 100 | +25.0% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 80 | – | 0.00% | – |
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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% |