ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 92 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,891,000 | +6.9% | 74,167 | +6.4% | 0.00% | 0.0% |
| Q1 2020 | $1,769,000 | -13.4% | 69,736 | -12.9% | 0.00% | 0.0% |
| Q4 2019 | $2,042,000 | -3.2% | 80,035 | -3.2% | 0.00% | 0.0% |
| Q3 2019 | $2,110,000 | +5.9% | 82,689 | +6.0% | 0.00% | 0.0% |
| Q2 2019 | $1,992,000 | -3.3% | 77,996 | -3.6% | 0.00% | 0.0% |
| Q1 2019 | $2,061,000 | +10.2% | 80,869 | +9.7% | 0.00% | 0.0% |
| Q4 2018 | $1,870,000 | +1098.7% | 73,729 | +1091.9% | 0.00% | – |
| Q3 2018 | $156,000 | -33.9% | 6,186 | -33.7% | 0.00% | – |
| Q2 2018 | $236,000 | +1.7% | 9,334 | +1.7% | 0.00% | – |
| Q1 2018 | $232,000 | -67.0% | 9,181 | -66.8% | 0.00% | – |
| Q4 2017 | $702,000 | +17.4% | 27,672 | +18.9% | 0.00% | – |
| Q3 2017 | $598,000 | +25.1% | 23,270 | +24.7% | 0.00% | – |
| Q2 2017 | $478,000 | -49.7% | 18,665 | -49.8% | 0.00% | -100.0% |
| Q1 2017 | $950,000 | +161.7% | 37,183 | +158.6% | 0.00% | – |
| Q4 2016 | $363,000 | -1.6% | 14,377 | +0.4% | 0.00% | – |
| Q3 2016 | $369,000 | -3.9% | 14,319 | -3.2% | 0.00% | – |
| Q2 2016 | $384,000 | -52.7% | 14,788 | -53.1% | 0.00% | -100.0% |
| Q1 2016 | $812,000 | +3023.1% | 31,532 | +3053.2% | 0.00% | – |
| Q4 2015 | $26,000 | -98.2% | 1,000 | -98.2% | 0.00% | -100.0% |
| Q3 2015 | $1,449,000 | +80.0% | 56,688 | +78.8% | 0.00% | 0.0% |
| Q1 2015 | $805,000 | -40.5% | 31,701 | -40.9% | 0.00% | 0.0% |
| Q3 2014 | $1,352,000 | – | 53,667 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 234,226 | $5,940,000 | 1.74% |
| Asset Dedication, LLC | 119,383 | $3,031,000 | 1.50% |
| Fusion Family Wealth LLC | 117,634 | $2,983,000 | 1.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 212,833 | $5,397,000 | 0.55% |
| Denver PWM, LLC | 24,266 | $612,000 | 0.54% |
| Vigilant Capital Management, LLC | 146,419 | $3,713,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 42,445 | $1,076,000 | 0.52% |
| M Holdings Securities, Inc. | 59,638 | $1,512,000 | 0.46% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 64,127 | $1,621,000 | 0.35% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 111,997 | $2,840,000 | 0.33% |