ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 12 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,879,000 | -8.3% | 73,779 | -8.4% | 0.24% | -9.5% |
| Q1 2017 | $2,050,000 | -3.7% | 80,579 | -3.8% | 0.26% | -9.0% |
| Q4 2016 | $2,128,000 | -12.7% | 83,779 | -12.2% | 0.29% | -12.7% |
| Q3 2016 | $2,437,000 | +140.8% | 95,429 | +141.9% | 0.33% | +125.2% |
| Q2 2016 | $1,012,000 | +0.2% | 39,450 | 0.0% | 0.15% | -3.3% |
| Q1 2016 | $1,010,000 | +68.9% | 39,450 | +68.2% | 0.15% | +67.0% |
| Q4 2015 | $598,000 | -56.3% | 23,450 | -56.1% | 0.09% | -57.9% |
| Q3 2015 | $1,368,000 | -9.0% | 53,450 | -9.2% | 0.22% | -4.8% |
| Q2 2015 | $1,503,000 | -18.5% | 58,850 | -18.7% | 0.23% | -16.2% |
| Q1 2015 | $1,844,000 | +1.4% | 72,400 | +2.0% | 0.27% | +1.5% |
| Q4 2014 | $1,819,000 | -27.1% | 71,000 | -27.3% | 0.27% | -29.9% |
| Q3 2014 | $2,496,000 | -66.9% | 97,600 | -66.9% | 0.38% | -35.4% |
| Q2 2014 | $7,540,000 | +408.4% | 294,600 | +404.5% | 0.59% | +127.8% |
| Q1 2014 | $1,483,000 | +266.2% | 58,400 | +265.0% | 0.26% | +250.0% |
| Q4 2013 | $405,000 | – | 16,000 | – | 0.07% | – |
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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% |