ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 90 filers reported holding ISHARES TR in Q2 2016. 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. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |