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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $221,000 | +10.0% | 8,680 | +10.4% | 0.02% | +15.4% |
| Q2 2019 | $201,000 | -23.0% | 7,860 | -23.1% | 0.01% | -35.0% |
| Q1 2019 | $261,000 | -45.3% | 10,224 | -45.6% | 0.02% | -52.4% |
| Q4 2018 | $477,000 | -91.0% | 18,801 | -91.0% | 0.04% | -91.6% |
| Q2 2018 | $5,307,000 | -1.7% | 209,095 | -1.8% | 0.50% | -8.4% |
| Q1 2018 | $5,397,000 | +5.2% | 212,833 | +5.2% | 0.55% | +4.2% |
| Q4 2017 | $5,129,000 | -6.6% | 202,256 | -5.3% | 0.52% | -14.4% |
| Q3 2017 | $5,489,000 | -4.3% | 213,577 | -4.7% | 0.61% | -10.0% |
| Q2 2017 | $5,734,000 | +3.1% | 224,043 | +2.9% | 0.68% | -2.2% |
| Q1 2017 | $5,563,000 | +6.3% | 217,655 | +5.0% | 0.70% | -4.3% |
| Q4 2016 | $5,234,000 | -2.6% | 207,378 | -0.4% | 0.73% | -7.6% |
| Q3 2016 | $5,374,000 | +17.3% | 208,214 | +18.0% | 0.79% | +7.4% |
| Q2 2016 | $4,582,000 | – | 176,512 | – | 0.73% | – |
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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% |