ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 77 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $41,000 | -98.1% | 1,623 | -98.1% | 0.01% | -98.4% |
| Q1 2018 | $2,208,000 | -14.4% | 86,924 | -14.4% | 0.74% | +15.2% |
| Q4 2017 | $2,578,000 | +74.2% | 101,518 | +74.8% | 0.64% | +28.5% |
| Q3 2017 | $1,480,000 | +1.6% | 58,065 | +1.5% | 0.50% | +0.4% |
| Q2 2017 | $1,457,000 | +21.7% | 57,189 | +21.5% | 0.50% | +11.1% |
| Q1 2017 | $1,197,000 | -6.0% | 47,074 | -6.0% | 0.45% | -40.1% |
| Q4 2016 | $1,274,000 | – | 50,066 | – | 0.75% | – |
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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% |