ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 67 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $238,000 | -9.5% | 9,361 | -9.3% | 0.01% | -14.3% |
| Q2 2018 | $263,000 | 0.0% | 10,321 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $263,000 | -9.6% | 10,321 | -8.8% | 0.01% | -22.2% |
| Q4 2017 | $291,000 | -26.7% | 11,321 | -25.7% | 0.02% | -33.3% |
| Q3 2017 | $397,000 | +3.7% | 15,231 | +3.5% | 0.03% | 0.0% |
| Q2 2017 | $383,000 | – | 14,721 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 242,530 | $6,323,000 | 1.88% |
| Asset Dedication, LLC | 62,021 | $1,618,000 | 0.78% |
| Vigilant Capital Management, LLC | 163,787 | $4,270,000 | 0.64% |
| Roof Eidam Maycock Peralta, LLC | 39,600 | $1,032,000 | 0.53% |
| Fusion Family Wealth LLC | 57,648 | $1,503,000 | 0.51% |
| Denver PWM, LLC | 20,041 | $521,000 | 0.41% |
| BKS ADVISORS, LLC | 26,800 | $699,000 | 0.27% |
| TRUST CO OF VIRGINIA /VA | 68,350 | $1,782,000 | 0.26% |
| MANAGED ACCOUNT SERVICES INC | 13,920 | $363,000 | 0.24% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 72,000 | $1,877,000 | 0.23% |