ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 83 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $352,000 | -1.1% | 13,934 | -0.7% | 0.02% | -5.3% |
| Q2 2018 | $356,000 | 0.0% | 14,039 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $356,000 | -7.0% | 14,039 | -6.9% | 0.02% | -20.8% |
| Q4 2017 | $383,000 | -27.2% | 15,084 | -26.3% | 0.02% | -33.3% |
| Q3 2017 | $526,000 | +2.9% | 20,474 | +2.5% | 0.04% | 0.0% |
| Q2 2017 | $511,000 | -29.9% | 19,984 | -30.0% | 0.04% | -46.3% |
| Q4 2015 | $729,000 | +2.4% | 28,547 | +2.5% | 0.07% | -19.3% |
| Q3 2015 | $712,000 | -0.8% | 27,847 | -2.1% | 0.08% | +9.2% |
| Q2 2015 | $718,000 | +59.2% | 28,445 | +60.3% | 0.08% | +52.0% |
| Q1 2015 | $451,000 | +72.8% | 17,750 | +72.2% | 0.05% | +85.2% |
| Q4 2014 | $261,000 | – | 10,310 | – | 0.03% | – |
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% |