ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 79 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $55,000 | +19.6% | 269 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $46,000 | -17.9% | 269 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $56,000 | +7.7% | 269 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $52,000 | +8.3% | 269 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -78.5% | 269 | -87.9% | 0.01% | -84.8% |
| Q3 2015 | $223,000 | -3.0% | 2,221 | 0.0% | 0.03% | +3.1% |
| Q2 2015 | $230,000 | +0.4% | 2,221 | 0.0% | 0.03% | +3.2% |
| Q1 2015 | $229,000 | -97.8% | 2,221 | -97.8% | 0.03% | -97.9% |
| Q4 2014 | $10,377,000 | +12.0% | 101,811 | +7.6% | 1.47% | +6.2% |
| Q3 2014 | $9,266,000 | +1.1% | 94,659 | -1.6% | 1.38% | +2.1% |
| Q2 2014 | $9,161,000 | +19.9% | 96,234 | +14.6% | 1.35% | +15.5% |
| Q1 2014 | $7,643,000 | +39.2% | 84,006 | +37.1% | 1.17% | +36.8% |
| Q4 2013 | $5,490,000 | -2.0% | 61,283 | -12.7% | 0.86% | -7.7% |
| Q3 2013 | $5,604,000 | +11.9% | 70,229 | +4.4% | 0.93% | +5.6% |
| Q2 2013 | $5,006,000 | – | 67,288 | – | 0.88% | – |
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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% |