ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 77 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,152,000 | -5.2% | 45,300 | -5.2% | 0.09% | -13.7% |
| Q1 2018 | $1,215,000 | +0.2% | 47,800 | 0.0% | 0.10% | -5.6% |
| Q4 2017 | $1,213,000 | -0.2% | 47,800 | 0.0% | 0.11% | -23.9% |
| Q3 2017 | $1,216,000 | +1.9% | 47,800 | +2.1% | 0.14% | -2.1% |
| Q2 2017 | $1,193,000 | +12.9% | 46,800 | +12.8% | 0.14% | +10.7% |
| Q1 2017 | $1,057,000 | +0.3% | 41,493 | 0.0% | 0.13% | -6.4% |
| Q4 2016 | $1,054,000 | -0.4% | 41,493 | 0.0% | 0.14% | -8.5% |
| Q3 2016 | $1,058,000 | -1.1% | 41,493 | -0.5% | 0.15% | +1.3% |
| Q2 2016 | $1,070,000 | -5.5% | 41,709 | -5.8% | 0.15% | -12.7% |
| Q1 2016 | $1,132,000 | +0.1% | 44,275 | 0.0% | 0.17% | -11.7% |
| Q4 2015 | $1,131,000 | -1.7% | 44,275 | -1.4% | 0.20% | -1.0% |
| Q3 2015 | $1,151,000 | +8.7% | 44,925 | +8.3% | 0.20% | +7.0% |
| Q2 2015 | $1,059,000 | – | 41,475 | – | 0.18% | – |
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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% |