Autus Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 60 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
Autus Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$304,0000.0%12,0000.0%0.05%
-3.6%
Q1 2018$304,0000.0%12,0000.0%0.06%0.0%
Q4 2017$304,000
-0.7%
12,0000.0%0.06%
-6.8%
Q3 2017$306,0000.0%12,0000.0%0.06%
-4.8%
Q2 2017$306,000
+33.6%
12,000
+33.3%
0.06%
+29.2%
Q1 2017$229,000
+0.4%
9,0000.0%0.05%
-4.0%
Q4 2016$228,000
-0.9%
9,0000.0%0.05%
-3.8%
Q3 2016$230,000
-0.4%
9,0000.0%0.05%
-1.9%
Q2 2016$231,0000.0%9,0000.0%0.05%
-5.4%
Q1 2016$231,000
+0.4%
9,0000.0%0.06%
-3.4%
Q4 2015$230,0009,0000.06%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Ironwood Financial, llc 35,600$913,0000.50%
PHILLIPS FINANCIAL MANAGEMENT, LLC 55,600$1,427,0000.41%
Vigilant Capital Management, LLC 66,833$1,712,0000.34%
Legacy Private Trust Co. 71,000$1,819,0000.27%
Roof Eidam Maycock Peralta, LLC 10,795$277,0000.23%
NewSquare Capital LLC 17,530$449,0000.15%
Mariner, LLC 63,445$1,625,0000.15%
Genesis Wealth Advisors, LLC 5,440$139,494,0000.11%
ARS Wealth Advisors, LLC 9,275$238,0000.10%
Winfield Associates, Inc. 5,000$128,0000.09%
View complete list of ISHARES TR shareholders