ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 76 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $615,000 | -45.6% | 1,400 | -50.0% | 0.41% | -40.9% |
| Q3 2021 | $1,130,000 | +99.6% | 2,800 | +100.0% | 0.70% | -35.6% |
| Q2 2021 | $566,000 | +12.1% | 1,400 | 0.0% | 1.08% | +187.3% |
| Q1 2021 | $505,000 | -39.9% | 1,400 | -41.7% | 0.38% | -41.9% |
| Q4 2020 | $840,000 | -21.5% | 2,400 | -51.6% | 0.65% | -18.7% |
| Q2 2019 | $1,070,000 | +54.4% | 4,963 | +21.4% | 0.80% | +66.6% |
| Q1 2019 | $693,000 | -65.7% | 4,088 | -81.9% | 0.48% | -71.5% |
| Q4 2013 | $2,022,000 | +44.7% | 22,572 | +28.9% | 1.68% | +3.3% |
| Q3 2013 | $1,397,000 | +10.9% | 17,510 | +3.4% | 1.63% | -14.9% |
| Q2 2013 | $1,260,000 | – | 16,935 | – | 1.91% | – |
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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% |