ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 40 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $318,000 | +0.3% | 12,496 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $317,000 | -43.9% | 12,496 | -43.8% | 0.00% | -50.0% |
| Q4 2017 | $565,000 | -6.6% | 22,250 | -6.3% | 0.00% | -20.0% |
| Q3 2017 | $605,000 | -4.0% | 23,750 | -4.0% | 0.01% | 0.0% |
| Q2 2017 | $630,000 | -4.5% | 24,750 | -4.5% | 0.01% | 0.0% |
| Q1 2017 | $660,000 | -10.3% | 25,925 | -10.5% | 0.01% | -16.7% |
| Q4 2016 | $736,000 | -2.5% | 28,975 | -2.0% | 0.01% | -14.3% |
| Q3 2016 | $755,000 | -7.2% | 29,575 | -6.8% | 0.01% | 0.0% |
| Q2 2016 | $814,000 | -3.8% | 31,725 | -4.0% | 0.01% | -12.5% |
| Q1 2016 | $846,000 | +15.9% | 33,050 | +15.6% | 0.01% | +14.3% |
| Q4 2015 | $730,000 | +15.1% | 28,600 | +15.4% | 0.01% | 0.0% |
| Q3 2015 | $634,000 | +29.9% | 24,775 | +29.7% | 0.01% | +40.0% |
| Q2 2015 | $488,000 | – | 19,100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 233,778 | $5,938,000 | 1.74% |
| Asset Dedication, LLC | 129,171 | $3,281,000 | 1.63% |
| MANAGED ACCOUNT SERVICES INC | 72,000 | $1,829,000 | 1.20% |
| Prism Advisors, Inc. | 81,277 | $2,066,000 | 1.16% |
| Fusion Family Wealth LLC | 86,924 | $2,208,000 | 0.74% |
| Roof Eidam Maycock Peralta, LLC | 43,255 | $1,099,000 | 0.53% |
| Denver PWM, LLC | 20,554 | $522,000 | 0.46% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 76,376 | $1,938,000 | 0.42% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 132,997 | $3,378,000 | 0.39% |
| Paulson Wealth Management Inc. | 11,434 | $290,000 | 0.29% |