ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 68 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $306,000 | -0.3% | 12,083 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $307,000 | 0.0% | 12,083 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $307,000 | -8.4% | 12,083 | -8.4% | 0.02% | -19.0% |
| Q4 2017 | $335,000 | -28.9% | 13,188 | -27.5% | 0.02% | -34.4% |
| Q3 2017 | $471,000 | +3.3% | 18,178 | +2.8% | 0.03% | 0.0% |
| Q2 2017 | $456,000 | – | 17,688 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
| Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
| Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
| Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
| Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
| Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
| Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |