ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 45 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $52,000 | +67.7% | 2,047 | +72.5% | 0.00% | +100.0% |
| Q3 2016 | $31,000 | -24.4% | 1,187 | -25.3% | 0.00% | 0.0% |
| Q2 2016 | $41,000 | +70.8% | 1,589 | +70.9% | 0.00% | 0.0% |
| Q1 2016 | $24,000 | +380.0% | 930 | +411.0% | 0.00% | – |
| Q4 2015 | $5,000 | +150.0% | 182 | +184.4% | 0.00% | – |
| Q3 2015 | $2,000 | -83.3% | 64 | -86.0% | 0.00% | -100.0% |
| Q2 2015 | $12,000 | – | 458 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 234,226 | $5,940,000 | 1.74% |
| Asset Dedication, LLC | 119,383 | $3,031,000 | 1.50% |
| Fusion Family Wealth LLC | 117,634 | $2,983,000 | 1.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 212,833 | $5,397,000 | 0.55% |
| Denver PWM, LLC | 24,266 | $612,000 | 0.54% |
| Vigilant Capital Management, LLC | 146,419 | $3,713,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 42,445 | $1,076,000 | 0.52% |
| M Holdings Securities, Inc. | 59,638 | $1,512,000 | 0.46% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 64,127 | $1,621,000 | 0.35% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 111,997 | $2,840,000 | 0.33% |