New Capital Management LP - ISHARES ownership

ISHARES's ticker is IBMF and the CUSIP is 464289271. A total of 61 filers reported holding ISHARES in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
New Capital Management LP ownership history of ISHARES
ValueSharesWeighting
Q2 2017$167,0000.0%6,1390.0%0.31%0.0%
Q1 2017$167,000
+92.0%
6,139
+92.3%
0.31%
+142.9%
Q4 2016$87,0003,1930.13%
Other shareholders
ISHARES shareholders Q4 2016
NameSharesValueWeighting ↓
Vigilant Capital Management, LLC 307,658$8,402,0001.49%
Trust Co 72,128$1,970,0000.86%
PHILLIPS FINANCIAL MANAGEMENT, LLC 65,466$1,785,0000.48%
Asset Dedication, LLC 21,621$589,0000.37%
Roof Eidam Maycock Peralta, LLC 28,120$768,0000.36%
1834 INVESTMENT ADVISORS CO 26,862$734,0000.16%
Legacy Private Trust Co. 38,990$1,065,0000.14%
Winfield Associates, Inc. 8,376$229,0000.14%
Carnegie Capital Asset Management, LLC 33,134$904,0000.13%
ARS Wealth Advisors, LLC 8,530$233,0000.10%
View complete list of ISHARES shareholders