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 | $843,135 | -26.1% | 2,206 | -24.0% | 0.24% | -21.5% |
| Q2 2023 | $1,141,075 | +2.4% | 2,904 | -11.5% | 0.30% | -2.3% |
| Q1 2023 | $1,113,936 | +18.4% | 3,283 | -2.3% | 0.31% | +12.4% |
| Q4 2022 | $940,940 | +34.6% | 3,360 | +32.9% | 0.28% | +23.3% |
| Q3 2022 | $699,000 | -17.0% | 2,529 | -11.6% | 0.22% | -10.1% |
| Q2 2022 | $842,000 | -21.6% | 2,861 | +3.5% | 0.25% | -11.7% |
| Q1 2022 | $1,074,000 | -15.1% | 2,763 | -4.1% | 0.28% | -14.1% |
| Q4 2021 | $1,265,000 | +3.1% | 2,881 | +0.0% | 0.33% | +1.2% |
| Q3 2021 | $1,227,000 | +5.5% | 2,880 | +0.1% | 0.32% | +1.9% |
| Q2 2021 | $1,163,000 | +12.0% | 2,878 | +0.1% | 0.32% | +5.7% |
| Q1 2021 | $1,038,000 | +4.7% | 2,876 | 0.0% | 0.30% | +1.7% |
| Q4 2020 | $991,000 | +6.7% | 2,876 | -4.3% | 0.30% | -11.4% |
| Q3 2020 | $929,000 | +10.7% | 3,006 | +0.1% | 0.33% | +6.1% |
| Q2 2020 | $839,000 | +32.1% | 3,004 | +0.2% | 0.31% | +16.3% |
| Q1 2020 | $635,000 | -9.2% | 2,997 | +3.9% | 0.27% | +13.9% |
| Q4 2019 | $699,000 | +6.2% | 2,885 | -4.8% | 0.24% | +1.3% |
| Q3 2019 | $658,000 | +0.8% | 3,030 | 0.0% | 0.23% | +1.3% |
| Q2 2019 | $653,000 | +4.6% | 3,030 | +0.1% | 0.23% | +1.8% |
| Q1 2019 | $624,000 | +8.3% | 3,027 | -9.8% | 0.23% | -1.3% |
| Q4 2018 | $576,000 | +27.7% | 3,355 | +55.6% | 0.23% | +41.1% |
| Q3 2018 | $451,000 | +3.4% | 2,156 | -4.6% | 0.16% | -0.6% |
| Q2 2018 | $436,000 | +7.7% | 2,259 | 0.0% | 0.16% | +3.8% |
| Q1 2018 | $405,000 | -20.1% | 2,259 | -24.9% | 0.16% | -21.4% |
| Q4 2017 | $507,000 | +7.9% | 3,006 | -0.8% | 0.20% | +2.6% |
| Q3 2017 | $470,000 | +7.3% | 3,029 | +0.1% | 0.20% | +1.6% |
| Q2 2017 | $438,000 | +4.5% | 3,025 | 0.0% | 0.19% | -3.5% |
| Q1 2017 | $419,000 | -0.5% | 3,025 | -11.1% | 0.20% | +1.0% |
| Q4 2016 | $421,000 | 0.0% | 3,404 | -0.0% | 0.20% | -1.0% |
| Q3 2016 | $421,000 | +12.0% | 3,405 | -0.4% | 0.20% | +7.0% |
| Q2 2016 | $376,000 | +5.6% | 3,420 | +6.3% | 0.19% | +3.3% |
| Q1 2016 | $356,000 | +0.3% | 3,218 | +0.4% | 0.18% | -3.7% |
| Q4 2015 | $355,000 | +9.6% | 3,206 | -0.7% | 0.19% | +6.8% |
| Q3 2015 | $324,000 | -5.8% | 3,228 | -2.8% | 0.18% | -0.6% |
| Q2 2015 | $344,000 | -12.2% | 3,320 | -12.6% | 0.18% | -11.5% |
| Q1 2015 | $392,000 | +10.4% | 3,800 | +9.0% | 0.20% | +8.1% |
| Q4 2014 | $355,000 | – | 3,487 | – | 0.18% | – |
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% |