ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 77 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $350,000 | 0.0% | 13,776 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $350,000 | -6.4% | 13,776 | -6.5% | 0.02% | -17.4% |
| Q4 2017 | $374,000 | -26.4% | 14,731 | -26.1% | 0.02% | -34.3% |
| Q3 2017 | $508,000 | +1.6% | 19,921 | +1.5% | 0.04% | -2.8% |
| Q2 2017 | $500,000 | -21.3% | 19,631 | -21.1% | 0.04% | -37.9% |
| Q4 2015 | $635,000 | +8.4% | 24,874 | +8.7% | 0.06% | -14.7% |
| Q3 2015 | $586,000 | +9.5% | 22,874 | +9.2% | 0.07% | +21.4% |
| Q2 2015 | $535,000 | +90.4% | 20,943 | +91.3% | 0.06% | +93.1% |
| Q4 2014 | $281,000 | – | 10,950 | – | 0.03% | – |
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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% |