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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,858,128 | -4.2% | 44,110 | -1.5% | 0.03% | 0.0% |
| Q2 2023 | $17,591,563 | +13.4% | 44,777 | -2.0% | 0.03% | +6.9% |
| Q1 2023 | $15,511,367 | +25.8% | 45,713 | +3.8% | 0.03% | +16.0% |
| Q4 2022 | $12,330,438 | -16.0% | 44,037 | -17.1% | 0.02% | -24.2% |
| Q3 2022 | $14,678,000 | -6.1% | 53,103 | +0.1% | 0.03% | -2.9% |
| Q2 2022 | $15,624,000 | -26.6% | 53,063 | -3.1% | 0.03% | -15.0% |
| Q1 2022 | $21,297,000 | -17.2% | 54,786 | -6.5% | 0.04% | -16.7% |
| Q4 2021 | $25,718,000 | +16.5% | 58,567 | +7.1% | 0.05% | +6.7% |
| Q3 2021 | $22,079,000 | -1.9% | 54,687 | -1.8% | 0.04% | -2.2% |
| Q2 2021 | $22,509,000 | +3.7% | 55,710 | -7.4% | 0.05% | -6.1% |
| Q1 2021 | $21,710,000 | -1.6% | 60,156 | -4.6% | 0.05% | -10.9% |
| Q4 2020 | $22,069,000 | +10.4% | 63,079 | -2.4% | 0.06% | -3.5% |
| Q3 2020 | $19,982,000 | -23.1% | 64,646 | -30.6% | 0.06% | -31.3% |
| Q2 2020 | $25,998,000 | -7.4% | 93,129 | -29.7% | 0.08% | -32.0% |
| Q1 2020 | $28,063,000 | -7.2% | 132,510 | +6.2% | 0.12% | +25.8% |
| Q4 2019 | $30,225,000 | +48.2% | 124,810 | +32.9% | 0.10% | +31.1% |
| Q3 2019 | $20,389,000 | +0.3% | 93,943 | -0.4% | 0.07% | -5.1% |
| Q2 2019 | $20,337,000 | +6.5% | 94,302 | +1.8% | 0.08% | -1.3% |
| Q1 2019 | $19,095,000 | +6.9% | 92,598 | -11.0% | 0.08% | -16.0% |
| Q4 2018 | $17,866,000 | -26.9% | 104,046 | -10.9% | 0.09% | -15.3% |
| Q3 2018 | $24,456,000 | +14.5% | 116,802 | +5.5% | 0.11% | +1.8% |
| Q2 2018 | $21,362,000 | +23.5% | 110,749 | +14.9% | 0.11% | +10.1% |
| Q1 2018 | $17,295,000 | +28.7% | 96,391 | +21.1% | 0.10% | +17.9% |
| Q4 2017 | $13,436,000 | +66.5% | 79,601 | +53.1% | 0.08% | +61.5% |
| Q3 2017 | $8,072,000 | -4.7% | 51,978 | -11.2% | 0.05% | -11.9% |
| Q2 2017 | $8,470,000 | +7.0% | 58,557 | +2.4% | 0.06% | -1.7% |
| Q1 2017 | $7,917,000 | +11.4% | 57,178 | -0.4% | 0.06% | 0.0% |
| Q4 2016 | $7,110,000 | +26.1% | 57,423 | +25.9% | 0.06% | +20.0% |
| Q3 2016 | $5,638,000 | +8.0% | 45,610 | -3.9% | 0.05% | -2.0% |
| Q2 2016 | $5,219,000 | +0.7% | 47,456 | +1.3% | 0.05% | -15.0% |
| Q1 2016 | $5,182,000 | -1.5% | 46,826 | -1.5% | 0.06% | -3.2% |
| Q4 2015 | $5,262,000 | +80.9% | 47,536 | +64.0% | 0.06% | +26.5% |
| Q3 2015 | $2,908,000 | +33.1% | 28,990 | +37.5% | 0.05% | -68.6% |
| Q2 2015 | $2,185,000 | -62.0% | 21,086 | -62.2% | 0.16% | -44.5% |
| Q1 2015 | $5,752,000 | -10.7% | 55,777 | -11.7% | 0.28% | -15.6% |
| Q4 2014 | $6,438,000 | +0.6% | 63,168 | -3.4% | 0.33% | -3.8% |
| Q3 2014 | $6,401,000 | +10.0% | 65,393 | +2.3% | 0.35% | +1.2% |
| Q1 2014 | $5,817,000 | +1.2% | 63,937 | -0.4% | 0.34% | -3.1% |
| Q4 2013 | $5,750,000 | +12.0% | 64,192 | -0.3% | 0.35% | +3.8% |
| Q3 2013 | $5,135,000 | +73.7% | 64,362 | +61.9% | 0.34% | +295.3% |
| Q2 2013 | $2,957,000 | – | 39,746 | – | 0.09% | – |
Download | ||||||
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% |