ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $358,000 | -9.6% | 14,025 | -9.4% | 0.00% | -33.3% |
| Q3 2019 | $396,000 | -18.7% | 15,485 | -18.7% | 0.00% | -25.0% |
| Q2 2019 | $487,000 | +6.6% | 19,042 | +6.1% | 0.00% | +33.3% |
| Q1 2019 | $457,000 | +7.3% | 17,944 | +6.9% | 0.00% | -25.0% |
| Q4 2018 | $426,000 | +77.5% | 16,787 | +76.3% | 0.00% | +100.0% |
| Q3 2018 | $240,000 | -71.5% | 9,520 | -71.4% | 0.00% | -75.0% |
| Q2 2018 | $842,000 | 0.0% | 33,249 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $842,000 | -0.2% | 33,249 | -0.2% | 0.01% | 0.0% |
| Q4 2017 | $844,000 | +15.3% | 33,311 | +16.9% | 0.01% | 0.0% |
| Q3 2017 | $732,000 | +23.4% | 28,501 | +22.9% | 0.01% | +14.3% |
| Q2 2017 | $593,000 | +253.0% | 23,186 | +251.5% | 0.01% | +250.0% |
| Q1 2017 | $168,000 | +147.1% | 6,597 | +147.3% | 0.00% | +100.0% |
| Q4 2016 | $68,000 | -1.4% | 2,668 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $69,000 | +91.7% | 2,668 | +93.3% | 0.00% | 0.0% |
| Q2 2016 | $36,000 | +44.0% | 1,380 | +40.8% | 0.00% | – |
| Q1 2016 | $25,000 | 0.0% | 980 | 0.0% | 0.00% | – |
| Q4 2015 | $25,000 | – | 980 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 250,779 | $6,445,000 | 1.92% |
| Asset Dedication, LLC | 95,619 | $2,456,000 | 1.18% |
| Vigilant Capital Management, LLC | 252,954 | $6,501,000 | 0.97% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 213,577 | $5,489,000 | 0.61% |
| Fusion Family Wealth LLC | 67,839 | $1,743,000 | 0.59% |
| Roof Eidam Maycock Peralta, LLC | 39,615 | $1,018,000 | 0.52% |
| Vista Private Wealth Partners. LLC | 23,255 | $595,000 | 0.46% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 100,997 | $2,596,000 | 0.32% |
| New Capital Management LP | 6,393 | $164,000 | 0.29% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,511 | $1,324,000 | 0.29% |