ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 85 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406 | -2.9% | 1,063 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $418 | +15.8% | 1,063 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $361 | +21.5% | 1,063 | +0.1% | 0.01% | +18.2% |
| Q4 2022 | $297 | -99.9% | 1,062 | +0.2% | 0.01% | -8.3% |
| Q3 2022 | $293,000 | -21.4% | 1,060 | -16.4% | 0.01% | -20.0% |
| Q2 2022 | $373,000 | -24.3% | 1,268 | +0.1% | 0.02% | -6.2% |
| Q1 2022 | $493,000 | -11.3% | 1,267 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $556,000 | +8.8% | 1,267 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $511,000 | -0.2% | 1,267 | 0.0% | 0.02% | +6.2% |
| Q2 2021 | $512,000 | +12.0% | 1,267 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $457,000 | +3.2% | 1,267 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $443,000 | -2.9% | 1,266 | -14.2% | 0.02% | 0.0% |
| Q3 2020 | $456,000 | +10.9% | 1,475 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $411,000 | +31.7% | 1,474 | +0.1% | 0.02% | +14.3% |
| Q1 2020 | $312,000 | -12.6% | 1,473 | +0.1% | 0.01% | +16.7% |
| Q4 2019 | $357,000 | +11.9% | 1,472 | +0.1% | 0.01% | +9.1% |
| Q3 2019 | $319,000 | +0.6% | 1,470 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $317,000 | +5.0% | 1,469 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $302,000 | +20.3% | 1,466 | +0.1% | 0.01% | 0.0% |
| Q4 2018 | $251,000 | -18.0% | 1,464 | +0.2% | 0.01% | -8.3% |
| Q3 2018 | $306,000 | +8.9% | 1,461 | +0.2% | 0.01% | -7.7% |
| Q2 2018 | $281,000 | +7.3% | 1,458 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $262,000 | +6.5% | 1,458 | +0.1% | 0.01% | +8.3% |
| Q4 2017 | $246,000 | +8.8% | 1,457 | +0.1% | 0.01% | 0.0% |
| Q3 2017 | $226,000 | +7.6% | 1,455 | +0.2% | 0.01% | +9.1% |
| Q2 2017 | $210,000 | +4.5% | 1,452 | +0.1% | 0.01% | -8.3% |
| Q1 2017 | $201,000 | +12.3% | 1,450 | +0.2% | 0.01% | 0.0% |
| Q4 2016 | $179,000 | 0.0% | 1,447 | +0.2% | 0.01% | +9.1% |
| Q3 2016 | $179,000 | +477.4% | 1,444 | +406.7% | 0.01% | +450.0% |
| Q2 2016 | $31,000 | 0.0% | 285 | +0.4% | 0.00% | 0.0% |
| Q1 2016 | $31,000 | 0.0% | 284 | 0.0% | 0.00% | -33.3% |
| Q4 2015 | $31,000 | +10.7% | 284 | +0.7% | 0.00% | +50.0% |
| Q3 2015 | $28,000 | -3.4% | 282 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $29,000 | 0.0% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $29,000 | 0.0% | 282 | +0.4% | 0.00% | -33.3% |
| Q4 2014 | $29,000 | +7.4% | 281 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $27,000 | – | 281 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |