ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 64 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $237,000 | 0.0% | 9,334 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $237,000 | -4.0% | 9,334 | -3.8% | 0.00% | 0.0% |
| Q4 2017 | $247,000 | -41.6% | 9,698 | -41.5% | 0.00% | -60.0% |
| Q3 2017 | $423,000 | +17.8% | 16,581 | +17.8% | 0.01% | +25.0% |
| Q2 2017 | $359,000 | +93.0% | 14,074 | +92.7% | 0.00% | +100.0% |
| Q1 2017 | $186,000 | +113.8% | 7,304 | +115.6% | 0.00% | +100.0% |
| Q4 2016 | $87,000 | 0.0% | 3,388 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $87,000 | +77.6% | 3,388 | +77.2% | 0.00% | 0.0% |
| Q2 2016 | $49,000 | +25.6% | 1,912 | +26.5% | 0.00% | 0.0% |
| Q1 2016 | $39,000 | 0.0% | 1,512 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $39,000 | +254.5% | 1,512 | +250.0% | 0.00% | – |
| Q3 2015 | $11,000 | 0.0% | 432 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | 0.0% | 432 | 0.0% | 0.00% | – |
| Q1 2015 | $11,000 | 0.0% | 432 | 0.0% | 0.00% | – |
| Q4 2014 | $11,000 | – | 432 | – | 0.00% | – |
Download | ||||||
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% |