ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 46 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $381,000 | -5.2% | 14,937 | -4.8% | 0.02% | -4.2% |
| Q3 2015 | $402,000 | -12.2% | 15,687 | -12.5% | 0.02% | -7.7% |
| Q2 2015 | $458,000 | -19.4% | 17,937 | -19.5% | 0.03% | -16.1% |
| Q1 2015 | $568,000 | -0.5% | 22,283 | 0.0% | 0.03% | -13.9% |
| Q4 2014 | $571,000 | +0.2% | 22,283 | 0.0% | 0.04% | -2.7% |
| Q3 2014 | $570,000 | +39.7% | 22,283 | +39.9% | 0.04% | +19.4% |
| Q2 2014 | $408,000 | – | 15,931 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 251,391 | $6,408,000 | 1.91% |
| MANAGED ACCOUNT SERVICES INC | 72,000 | $1,835,000 | 1.24% |
| Vigilant Capital Management, LLC | 246,371 | $6,280,000 | 0.94% |
| Asset Dedication, LLC | 59,644 | $1,518,000 | 0.73% |
| Roof Eidam Maycock Peralta, LLC | 40,425 | $1,030,000 | 0.53% |
| Fusion Family Wealth LLC | 58,065 | $1,480,000 | 0.50% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 74,985 | $1,911,000 | 0.42% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 114,997 | $2,931,000 | 0.36% |
| Denver PWM, LLC | 16,747 | $426,000 | 0.33% |
| New Capital Management LP | 6,660 | $170,000 | 0.30% |