ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 80 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $304,000 | 0.0% | 12,000 | 0.0% | 0.05% | -3.6% |
| Q1 2018 | $304,000 | 0.0% | 12,000 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $304,000 | -0.7% | 12,000 | 0.0% | 0.06% | -6.8% |
| Q3 2017 | $306,000 | 0.0% | 12,000 | 0.0% | 0.06% | -4.8% |
| Q2 2017 | $306,000 | +33.6% | 12,000 | +33.3% | 0.06% | +29.2% |
| Q1 2017 | $229,000 | +0.4% | 9,000 | 0.0% | 0.05% | -4.0% |
| Q4 2016 | $228,000 | -0.9% | 9,000 | 0.0% | 0.05% | -3.8% |
| Q3 2016 | $230,000 | -0.4% | 9,000 | 0.0% | 0.05% | -1.9% |
| Q2 2016 | $231,000 | 0.0% | 9,000 | 0.0% | 0.05% | -5.4% |
| Q1 2016 | $231,000 | +0.4% | 9,000 | 0.0% | 0.06% | -3.4% |
| Q4 2015 | $230,000 | – | 9,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 235,024 | $5,967,000 | 1.65% |
| MANAGED ACCOUNT SERVICES INC | 72,000 | $1,828,000 | 1.19% |
| Prism Advisors, Inc. | 81,277 | $2,064,000 | 1.14% |
| Vigilant Capital Management, LLC | 306,535 | $7,783,000 | 1.02% |
| Asset Dedication, LLC | 85,273 | $2,166,000 | 0.87% |
| Fusion Family Wealth LLC | 101,518 | $2,578,000 | 0.64% |
| Roof Eidam Maycock Peralta, LLC | 43,255 | $1,098,000 | 0.54% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 76,365 | $1,935,000 | 0.41% |
| Denver PWM, LLC | 20,976 | $532,000 | 0.40% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 119,997 | $3,047,000 | 0.36% |