ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 74 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $23,000 | 0.0% | 890 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $23,000 | -96.9% | 890 | -97.0% | 0.01% | -96.6% |
| Q1 2017 | $752,000 | -4.4% | 29,407 | -5.7% | 0.18% | -8.7% |
| Q4 2016 | $787,000 | -16.7% | 31,175 | -14.9% | 0.20% | -9.7% |
| Q3 2016 | $945,000 | -1.0% | 36,630 | -0.4% | 0.22% | -4.4% |
| Q2 2016 | $955,000 | +12.2% | 36,782 | +11.3% | 0.23% | -7.0% |
| Q1 2016 | $851,000 | +7.4% | 33,043 | +6.5% | 0.24% | +9.9% |
| Q4 2015 | $792,000 | -9.3% | 31,016 | -9.2% | 0.22% | -13.6% |
| Q3 2015 | $873,000 | -26.6% | 34,160 | -27.5% | 0.26% | -27.2% |
| Q2 2015 | $1,189,000 | +12.1% | 47,090 | +12.7% | 0.35% | +8.3% |
| Q1 2015 | $1,061,000 | +5.6% | 41,780 | +5.1% | 0.33% | -3.6% |
| Q4 2014 | $1,005,000 | – | 39,760 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 234,226 | $5,940,000 | 1.74% |
| Asset Dedication, LLC | 119,383 | $3,031,000 | 1.50% |
| Fusion Family Wealth LLC | 117,634 | $2,983,000 | 1.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 212,833 | $5,397,000 | 0.55% |
| Denver PWM, LLC | 24,266 | $612,000 | 0.54% |
| Vigilant Capital Management, LLC | 146,419 | $3,713,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 42,445 | $1,076,000 | 0.52% |
| M Holdings Securities, Inc. | 59,638 | $1,512,000 | 0.46% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 64,127 | $1,621,000 | 0.35% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 111,997 | $2,840,000 | 0.33% |