ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 103 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $156,710,000 | -0.1% | 722,100 | -0.7% | 0.31% | +1.6% |
| Q2 2019 | $156,886,000 | +105.2% | 727,500 | +96.2% | 0.31% | +2.7% |
| Q1 2019 | $76,452,000 | +17.6% | 370,750 | -2.0% | 0.30% | +5.7% |
| Q4 2018 | $64,984,000 | -18.8% | 378,450 | -1.0% | 0.28% | -3.7% |
| Q3 2018 | $80,056,000 | +7.1% | 382,350 | -1.3% | 0.29% | +2.4% |
| Q2 2018 | $74,755,000 | +4.6% | 387,550 | -2.7% | 0.29% | +0.7% |
| Q1 2018 | $71,494,000 | +3.1% | 398,450 | -3.0% | 0.28% | +4.8% |
| Q4 2017 | $69,314,000 | +8.7% | 410,650 | 0.0% | 0.27% | -1.1% |
| Q3 2017 | $63,766,000 | +7.4% | 410,650 | 0.0% | 0.28% | +1.9% |
| Q2 2017 | $59,396,000 | +3.3% | 410,650 | -1.1% | 0.27% | +3.8% |
| Q1 2017 | $57,482,000 | +11.8% | 415,150 | 0.0% | 0.26% | +7.9% |
| Q4 2016 | $51,400,000 | -0.1% | 415,150 | -0.3% | 0.24% | +6.6% |
| Q3 2016 | $51,477,000 | +12.4% | 416,450 | 0.0% | 0.23% | +10.8% |
| Q2 2016 | $45,801,000 | -0.6% | 416,450 | 0.0% | 0.20% | -1.4% |
| Q1 2016 | $46,084,000 | -0.0% | 416,450 | 0.0% | 0.21% | +3.0% |
| Q4 2015 | $46,097,000 | +10.4% | 416,450 | 0.0% | 0.20% | +17.5% |
| Q3 2015 | $41,770,000 | -3.2% | 416,450 | 0.0% | 0.17% | -1.2% |
| Q2 2015 | $43,144,000 | +0.5% | 416,450 | 0.0% | 0.17% | -2.3% |
| Q1 2015 | $42,948,000 | +2.3% | 416,450 | +1.1% | 0.18% | +5.4% |
| Q4 2014 | $41,976,000 | +14.7% | 411,850 | +10.1% | 0.17% | +7.7% |
| Q3 2014 | $36,606,000 | +2.8% | 373,950 | 0.0% | 0.16% | +5.4% |
| Q2 2014 | $35,597,000 | +22.9% | 373,950 | +17.4% | 0.15% | +17.5% |
| Q1 2014 | $28,973,000 | +1.6% | 318,450 | 0.0% | 0.13% | -1.6% |
| Q4 2013 | $28,527,000 | +13.2% | 318,450 | +0.8% | 0.13% | +3.2% |
| Q3 2013 | $25,210,000 | +8.4% | 315,950 | +1.1% | 0.12% | +0.8% |
| Q2 2013 | $23,246,000 | – | 312,450 | – | 0.12% | – |
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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% |