ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 51 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,130,000 | +2.8% | 44,455 | +2.8% | 0.53% | -0.4% |
| Q1 2018 | $1,099,000 | +0.1% | 43,255 | 0.0% | 0.53% | -0.9% |
| Q4 2017 | $1,098,000 | +6.6% | 43,255 | +7.0% | 0.54% | +1.1% |
| Q3 2017 | $1,030,000 | 0.0% | 40,425 | 0.0% | 0.53% | -0.2% |
| Q2 2017 | $1,030,000 | +0.2% | 40,425 | 0.0% | 0.53% | +0.2% |
| Q1 2017 | $1,028,000 | +34.6% | 40,425 | +34.4% | 0.53% | +32.6% |
| Q4 2016 | $764,000 | -0.5% | 30,080 | 0.0% | 0.40% | +11.1% |
| Q3 2016 | $768,000 | +89.6% | 30,080 | +90.7% | 0.36% | +68.5% |
| Q2 2016 | $405,000 | +58.2% | 15,775 | +57.8% | 0.21% | +18.3% |
| Q1 2016 | $256,000 | +0.4% | 9,995 | 0.0% | 0.18% | -11.3% |
| Q4 2015 | $255,000 | -7.6% | 9,995 | -7.4% | 0.20% | -21.3% |
| Q3 2015 | $276,000 | 0.0% | 10,795 | 0.0% | 0.26% | +13.2% |
| Q2 2015 | $276,000 | +0.4% | 10,795 | 0.0% | 0.23% | +2.7% |
| Q1 2015 | $275,000 | -0.7% | 10,795 | 0.0% | 0.22% | -5.1% |
| Q4 2014 | $277,000 | – | 10,795 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 235,024 | $5,967,000 | 1.65% |
| MANAGED ACCOUNT SERVICES INC | 72,000 | $1,828,000 | 1.19% |
| Prism Advisors, Inc. | 81,277 | $2,064,000 | 1.14% |
| Vigilant Capital Management, LLC | 306,535 | $7,783,000 | 1.02% |
| Asset Dedication, LLC | 85,273 | $2,166,000 | 0.87% |
| Fusion Family Wealth LLC | 101,518 | $2,578,000 | 0.64% |
| Roof Eidam Maycock Peralta, LLC | 43,255 | $1,098,000 | 0.54% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 76,365 | $1,935,000 | 0.41% |
| Denver PWM, LLC | 20,976 | $532,000 | 0.40% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 119,997 | $3,047,000 | 0.36% |