ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 62 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $657,000 | -3.2% | 25,132 | -3.3% | 0.03% | -5.6% |
| Q2 2019 | $679,000 | -9.1% | 25,983 | -9.8% | 0.04% | -5.3% |
| Q1 2019 | $747,000 | +1.2% | 28,791 | -0.1% | 0.04% | -11.6% |
| Q4 2018 | $738,000 | -33.0% | 28,806 | -33.6% | 0.04% | -10.4% |
| Q3 2018 | $1,102,000 | +1.4% | 43,381 | +1.8% | 0.05% | +77.8% |
| Q2 2018 | $1,087,000 | +2.7% | 42,599 | +2.7% | 0.03% | 0.0% |
| Q1 2018 | $1,058,000 | -1.6% | 41,489 | -0.9% | 0.03% | +17.4% |
| Q4 2017 | $1,075,000 | +5.4% | 41,856 | +7.0% | 0.02% | 0.0% |
| Q3 2017 | $1,020,000 | -32.9% | 39,131 | -33.1% | 0.02% | -34.3% |
| Q2 2017 | $1,521,000 | +8.5% | 58,479 | +7.3% | 0.04% | +6.1% |
| Q1 2017 | $1,402,000 | +65.5% | 54,482 | +62.9% | 0.03% | +65.0% |
| Q4 2016 | $847,000 | -36.2% | 33,435 | -33.6% | 0.02% | -39.4% |
| Q3 2016 | $1,327,000 | +41.3% | 50,370 | +41.8% | 0.03% | +43.5% |
| Q2 2016 | $939,000 | +7.7% | 35,525 | +6.1% | 0.02% | +9.5% |
| Q1 2016 | $872,000 | – | 33,475 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 242,530 | $6,323,000 | 1.88% |
| Asset Dedication, LLC | 62,021 | $1,618,000 | 0.78% |
| Vigilant Capital Management, LLC | 163,787 | $4,270,000 | 0.64% |
| Roof Eidam Maycock Peralta, LLC | 39,600 | $1,032,000 | 0.53% |
| Fusion Family Wealth LLC | 57,648 | $1,503,000 | 0.51% |
| Denver PWM, LLC | 20,041 | $521,000 | 0.41% |
| BKS ADVISORS, LLC | 26,800 | $699,000 | 0.27% |
| TRUST CO OF VIRGINIA /VA | 68,350 | $1,782,000 | 0.26% |
| MANAGED ACCOUNT SERVICES INC | 13,920 | $363,000 | 0.24% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 72,000 | $1,877,000 | 0.23% |