ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 99 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |