ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 28 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $424,000 | -39.2% | 16,681 | -38.9% | 0.01% | -41.2% |
| Q3 2016 | $697,000 | +38.8% | 27,305 | +38.8% | 0.02% | +88.9% |
| Q4 2015 | $502,000 | -60.9% | 19,668 | -60.8% | 0.01% | -57.1% |
| Q3 2015 | $1,283,000 | -36.3% | 50,110 | -36.4% | 0.02% | -41.7% |
| Q2 2015 | $2,013,000 | -13.8% | 78,845 | -14.0% | 0.04% | -23.4% |
| Q1 2015 | $2,335,000 | +196.3% | 91,663 | +197.4% | 0.05% | +213.3% |
| Q3 2014 | $788,000 | – | 30,824 | – | 0.02% | – |
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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% |