ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 54 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $3,938,000 | +63.3% | 155,042 | +63.3% | 0.06% | -30.9% |
| Q1 2018 | $2,411,000 | -43.8% | 94,915 | -43.8% | 0.09% | -48.1% |
| Q4 2017 | $4,288,000 | -14.8% | 168,933 | -14.5% | 0.18% | +46.0% |
| Q3 2017 | $5,033,000 | +12.6% | 197,660 | +12.6% | 0.12% | +2.5% |
| Q2 2017 | $4,471,000 | +8.4% | 175,588 | +8.4% | 0.12% | +5.2% |
| Q1 2017 | $4,123,000 | +3.2% | 162,008 | +3.3% | 0.12% | -12.2% |
| Q4 2016 | $3,996,000 | +54.0% | 156,763 | +54.2% | 0.13% | +23.6% |
| Q3 2016 | $2,595,000 | +134.2% | 101,691 | +135.0% | 0.11% | +135.6% |
| Q2 2016 | $1,108,000 | +76.4% | 43,280 | +76.5% | 0.04% | +50.0% |
| Q1 2016 | $628,000 | – | 24,518 | – | 0.03% | – |
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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% |