ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 28 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,940,000 | +0.1% | 76,383 | +0.0% | 0.41% | -2.4% |
| Q1 2018 | $1,938,000 | +0.2% | 76,376 | +0.0% | 0.42% | +2.9% |
| Q4 2017 | $1,935,000 | +1.3% | 76,365 | +1.8% | 0.41% | -2.4% |
| Q3 2017 | $1,911,000 | +0.2% | 74,985 | +0.0% | 0.42% | -4.1% |
| Q2 2017 | $1,908,000 | -0.1% | 74,982 | +0.0% | 0.44% | -5.8% |
| Q1 2017 | $1,910,000 | +1.0% | 74,972 | +1.1% | 0.46% | -2.1% |
| Q4 2016 | $1,892,000 | -5.7% | 74,179 | -5.7% | 0.47% | -11.4% |
| Q3 2016 | $2,007,000 | +23.4% | 78,689 | +24.1% | 0.53% | +22.8% |
| Q2 2016 | $1,626,000 | -1.3% | 63,384 | -1.5% | 0.44% | -4.8% |
| Q1 2016 | $1,647,000 | -5.3% | 64,347 | -5.6% | 0.46% | -13.1% |
| Q4 2015 | $1,739,000 | +4.9% | 68,170 | +5.4% | 0.53% | +8.9% |
| Q3 2015 | $1,658,000 | +3.3% | 64,692 | +3.2% | 0.48% | +9.0% |
| Q2 2015 | $1,605,000 | +1.8% | 62,676 | +1.5% | 0.44% | +2.5% |
| Q1 2015 | $1,577,000 | +10.5% | 61,725 | +11.0% | 0.43% | +5.6% |
| Q4 2014 | $1,427,000 | +26.7% | 55,600 | +26.2% | 0.41% | +20.3% |
| Q3 2014 | $1,126,000 | +0.3% | 44,062 | +0.0% | 0.34% | +1.5% |
| Q2 2014 | $1,123,000 | +2.4% | 44,051 | +2.4% | 0.34% | -2.9% |
| Q1 2014 | $1,097,000 | – | 43,024 | – | 0.34% | – |
Download | ||||||
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% |