ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 50 filers reported holding ISHARES TR in Q4 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 | 250,779 | $6,445,000 | 1.92% |
| Asset Dedication, LLC | 95,619 | $2,456,000 | 1.18% |
| Vigilant Capital Management, LLC | 252,954 | $6,501,000 | 0.97% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 213,577 | $5,489,000 | 0.61% |
| Fusion Family Wealth LLC | 67,839 | $1,743,000 | 0.59% |
| Roof Eidam Maycock Peralta, LLC | 39,615 | $1,018,000 | 0.52% |
| Vista Private Wealth Partners. LLC | 23,255 | $595,000 | 0.46% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 100,997 | $2,596,000 | 0.32% |
| New Capital Management LP | 6,393 | $164,000 | 0.29% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,511 | $1,324,000 | 0.29% |