ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 64 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $3,253,000 | -0.9% | 128,231 | -0.7% | 1.11% | -31.7% |
| Q1 2018 | $3,281,000 | +51.5% | 129,171 | +51.5% | 1.63% | +86.6% |
| Q4 2017 | $2,166,000 | +42.7% | 85,273 | +43.0% | 0.87% | +19.1% |
| Q3 2017 | $1,518,000 | +34.9% | 59,644 | +34.9% | 0.73% | +29.3% |
| Q2 2017 | $1,125,000 | +1.8% | 44,208 | +1.5% | 0.57% | -5.2% |
| Q1 2017 | $1,105,000 | +20.4% | 43,562 | +20.1% | 0.60% | +12.2% |
| Q4 2016 | $918,000 | +37.2% | 36,282 | +38.5% | 0.53% | +26.1% |
| Q3 2016 | $669,000 | -1.3% | 26,197 | -0.9% | 0.42% | -10.4% |
| Q2 2016 | $678,000 | +68.2% | 26,432 | +68.0% | 0.47% | +59.1% |
| Q1 2016 | $403,000 | -0.7% | 15,730 | -1.1% | 0.30% | +11.3% |
| Q4 2015 | $406,000 | – | 15,907 | – | 0.27% | – |
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% |