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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $215,000 | +4.9% | 1,485 | +0.3% | 0.01% | 0.0% |
| Q1 2017 | $205,000 | -76.9% | 1,481 | -79.4% | 0.01% | -72.7% |
| Q4 2016 | $889,000 | +75.3% | 7,177 | +75.0% | 0.02% | +83.3% |
| Q3 2016 | $507,000 | -74.6% | 4,100 | -77.4% | 0.01% | -71.4% |
| Q2 2016 | $1,996,000 | +63.1% | 18,152 | +64.2% | 0.04% | +20.0% |
| Q1 2016 | $1,224,000 | +5.4% | 11,057 | -4.5% | 0.04% | +84.2% |
| Q3 2015 | $1,161,000 | +199.2% | 11,580 | +208.9% | 0.02% | +171.4% |
| Q2 2015 | $388,000 | +18.3% | 3,749 | +17.7% | 0.01% | 0.0% |
| Q1 2015 | $328,000 | +24.2% | 3,185 | +14.9% | 0.01% | +75.0% |
| Q2 2014 | $264,000 | -57.7% | 2,771 | -59.6% | 0.00% | -50.0% |
| Q1 2014 | $624,000 | – | 6,858 | – | 0.01% | – |
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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% |