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 | 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% |