ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 123 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $268,000 | -56.4% | 10,521 | -56.5% | 0.02% | -65.2% |
| Q1 2020 | $614,000 | +79.0% | 24,205 | +80.3% | 0.05% | +130.0% |
| Q4 2019 | $343,000 | -7.8% | 13,423 | -7.9% | 0.02% | -16.7% |
| Q3 2019 | $372,000 | +32.9% | 14,582 | +33.0% | 0.02% | +33.3% |
| Q2 2019 | $280,000 | 0.0% | 10,968 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $280,000 | +300.0% | 10,968 | +297.4% | 0.02% | +350.0% |
| Q3 2018 | $70,000 | – | 2,760 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co | 72,691 | $1,872,000 | 0.86% |
| Vigilant Capital Management, LLC | 155,554 | $4,006,000 | 0.80% |
| NewSquare Capital LLC | 33,043 | $851,000 | 0.24% |
| Roof Eidam Maycock Peralta, LLC | 11,425 | $294,000 | 0.21% |
| LINCOLN NATIONAL CORP | 99,565 | $2,564,000 | 0.18% |
| Asset Dedication, LLC | 8,994 | $232,000 | 0.17% |
| ARS Wealth Advisors, LLC | 9,175 | $236,000 | 0.11% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 81,520 | $2,100,000 | 0.06% |
| Sargent Bickham Lagudis LLC | 15,121 | $389,000 | 0.06% |
| Legacy Private Trust Co. | 14,300 | $368,000 | 0.06% |