ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 1 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $469,000 | +19.0% | 18,460 | +19.0% | 0.00% | – |
| Q1 2018 | $394,000 | -57.4% | 15,518 | -57.4% | 0.00% | – |
| Q4 2017 | $925,000 | +107.9% | 36,444 | +108.5% | 0.00% | – |
| Q3 2017 | $445,000 | +12.9% | 17,476 | +12.8% | 0.00% | – |
| Q2 2017 | $394,000 | -16.9% | 15,487 | -17.0% | 0.00% | – |
| Q1 2017 | $474,000 | +51.4% | 18,657 | +50.8% | 0.00% | – |
| Q4 2016 | $313,000 | -6.8% | 12,371 | -5.7% | 0.00% | – |
| Q3 2016 | $336,000 | -71.9% | 13,120 | -71.8% | 0.00% | -100.0% |
| Q2 2016 | $1,195,000 | +255.7% | 46,555 | +254.8% | 0.00% | – |
| Q1 2016 | $336,000 | -83.5% | 13,120 | -83.5% | 0.00% | -100.0% |
| Q4 2015 | $2,031,000 | -12.2% | 79,583 | -11.8% | 0.00% | -50.0% |
| Q3 2015 | $2,312,000 | +549.4% | 90,271 | +548.5% | 0.00% | – |
| Q2 2015 | $356,000 | -50.0% | 13,920 | -50.3% | 0.00% | – |
| Q1 2015 | $712,000 | +38.8% | 27,980 | +39.7% | 0.00% | – |
| Q4 2014 | $513,000 | -9.8% | 20,025 | -9.8% | 0.00% | – |
| Q3 2014 | $569,000 | -63.7% | 22,207 | -63.7% | 0.00% | -100.0% |
| Q2 2014 | $1,567,000 | +206.7% | 61,220 | +204.2% | 0.00% | – |
| Q1 2014 | $511,000 | -74.3% | 20,127 | -74.4% | 0.00% | -100.0% |
| Q4 2013 | $1,986,000 | +55.0% | 78,476 | +53.9% | 0.00% | 0.0% |
| Q3 2013 | $1,281,000 | -15.0% | 50,983 | -15.9% | 0.00% | 0.0% |
| Q2 2013 | $1,507,000 | – | 60,651 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 233,778 | $5,938,000 | 1.74% |
| Asset Dedication, LLC | 129,171 | $3,281,000 | 1.63% |
| MANAGED ACCOUNT SERVICES INC | 72,000 | $1,829,000 | 1.20% |
| Prism Advisors, Inc. | 81,277 | $2,066,000 | 1.16% |
| Fusion Family Wealth LLC | 86,924 | $2,208,000 | 0.74% |
| Roof Eidam Maycock Peralta, LLC | 43,255 | $1,099,000 | 0.53% |
| Denver PWM, LLC | 20,554 | $522,000 | 0.46% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 76,376 | $1,938,000 | 0.42% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 132,997 | $3,378,000 | 0.39% |
| Paulson Wealth Management Inc. | 11,434 | $290,000 | 0.29% |