ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 40 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $427,000 | 0.0% | 16,477 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $427,000 | +88.1% | 16,477 | +88.1% | 0.01% | +150.0% |
| Q1 2022 | $227,000 | -42.1% | 8,761 | -41.1% | 0.00% | -60.0% |
| Q1 2021 | $392,000 | 0.0% | 14,879 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $392,000 | +62.7% | 14,879 | +58.5% | 0.01% | +20.0% |
| Q4 2017 | $241,000 | -0.4% | 9,390 | +1.1% | 0.01% | 0.0% |
| Q3 2017 | $242,000 | -29.9% | 9,290 | -30.1% | 0.01% | -37.5% |
| Q2 2017 | $345,000 | +4.9% | 13,290 | +3.9% | 0.01% | 0.0% |
| Q1 2017 | $329,000 | +161.1% | 12,790 | +155.8% | 0.01% | +166.7% |
| Q4 2016 | $126,000 | +20.0% | 5,000 | +25.0% | 0.00% | 0.0% |
| Q3 2016 | $105,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $105,000 | +1.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $104,000 | – | 4,000 | – | 0.00% | – |
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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% |