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 | $272,000 | +21.4% | 10,701 | +21.4% | 0.00% | +33.3% |
| Q1 2018 | $224,000 | +646.7% | 8,813 | +646.2% | 0.00% | – |
| Q4 2017 | $30,000 | 0.0% | 1,181 | 0.0% | 0.00% | – |
| Q3 2017 | $30,000 | 0.0% | 1,181 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $30,000 | 0.0% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | – | 1,181 | – | 0.00% | – |
Download | ||||||
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% |