ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 61 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $205,000 | +0.5% | 8,060 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $204,000 | -10.1% | 8,060 | -9.5% | 0.01% | +20.0% |
| Q4 2019 | $227,000 | 0.0% | 8,910 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $227,000 | 0.0% | 8,910 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $227,000 | -1.3% | 8,910 | -1.4% | 0.01% | -9.1% |
| Q1 2019 | $230,000 | +7.0% | 9,035 | +6.5% | 0.01% | -8.3% |
| Q4 2018 | $215,000 | +31.1% | 8,485 | +30.0% | 0.01% | +50.0% |
| Q3 2018 | $164,000 | -0.6% | 6,525 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $165,000 | -5.2% | 6,525 | -5.1% | 0.01% | 0.0% |
| Q1 2018 | $174,000 | +13.7% | 6,875 | +7.8% | 0.01% | +14.3% |
| Q4 2017 | $153,000 | +4.1% | 6,375 | +11.4% | 0.01% | 0.0% |
| Q3 2017 | $147,000 | +98.6% | 5,725 | +96.4% | 0.01% | +75.0% |
| Q2 2017 | $74,000 | +13.8% | 2,915 | +13.9% | 0.00% | +33.3% |
| Q1 2017 | $65,000 | +12.1% | 2,560 | +9.6% | 0.00% | 0.0% |
| Q4 2016 | $58,000 | – | 2,335 | – | 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% |