ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 80 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 2017 | $677,000 | +0.1% | 26,552 | +0.0% | 0.01% | -10.0% |
| Q2 2017 | $676,000 | +0.1% | 26,550 | +0.0% | 0.01% | -16.7% |
| Q1 2017 | $675,000 | +170.0% | 26,548 | +169.3% | 0.01% | +140.0% |
| Q4 2016 | $250,000 | +10.6% | 9,857 | +11.3% | 0.01% | +25.0% |
| Q3 2016 | $226,000 | -0.4% | 8,855 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $227,000 | 0.0% | 8,855 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $227,000 | +0.4% | 8,855 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $226,000 | -0.4% | 8,855 | 0.0% | 0.01% | -28.6% |
| Q3 2015 | $227,000 | – | 8,855 | – | 0.01% | – |
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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% |