ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 85 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $360,000 | -75.1% | 1,486 | -87.3% | 0.03% | -64.8% |
| Q4 2016 | $1,446,000 | +16.7% | 11,681 | +16.5% | 0.09% | +15.2% |
| Q3 2016 | $1,239,000 | +306.2% | 10,027 | +261.1% | 0.08% | +276.2% |
| Q2 2016 | $305,000 | -45.1% | 2,777 | -44.8% | 0.02% | -47.5% |
| Q1 2016 | $556,000 | -58.6% | 5,027 | -58.5% | 0.04% | -60.8% |
| Q4 2015 | $1,342,000 | -71.7% | 12,125 | -90.9% | 0.10% | -78.9% |
| Q3 2015 | $4,745,000 | +540.4% | 133,067 | +1761.6% | 0.48% | +535.5% |
| Q2 2015 | $741,000 | +42.5% | 7,148 | +41.9% | 0.08% | +33.3% |
| Q1 2015 | $520,000 | -18.2% | 5,039 | -19.3% | 0.06% | -31.3% |
| Q4 2014 | $636,000 | +22.5% | 6,243 | +17.8% | 0.08% | -9.8% |
| Q3 2014 | $519,000 | +125.7% | 5,301 | +119.9% | 0.09% | +135.9% |
| Q2 2014 | $230,000 | -20.7% | 2,411 | -25.7% | 0.04% | -45.8% |
| Q4 2013 | $290,000 | – | 3,243 | – | 0.07% | – |
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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% |