ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 73 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $238,000 | -9.5% | 9,361 | -9.3% | 0.01% | -14.3% |
| Q2 2018 | $263,000 | 0.0% | 10,321 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $263,000 | -9.6% | 10,321 | -8.8% | 0.01% | -22.2% |
| Q4 2017 | $291,000 | -26.7% | 11,321 | -25.7% | 0.02% | -33.3% |
| Q3 2017 | $397,000 | +3.7% | 15,231 | +3.5% | 0.03% | 0.0% |
| Q2 2017 | $383,000 | – | 14,721 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 56,131 | $1,460,000 | 2.08% |
| Gateway Advisory, LLC | 230,762 | $6,002,000 | 2.02% |
| LifeSteps Financial, Inc. | 66,357 | $1,726,000 | 1.99% |
| SONATA CAPITAL GROUP INC | 59,806 | $1,556,000 | 1.17% |
| Fusion Family Wealth LLC | 164,619 | $4,282,000 | 1.15% |
| SENTINEL PENSION ADVISORS INC | 79,929 | $2,079,000 | 1.01% |
| Paulson Wealth Management Inc. | 40,651 | $1,058,000 | 0.81% |
| MANAGED ACCOUNT SERVICES INC | 63,675 | $1,631,000 | 0.79% |
| Stonebridge Capital Advisors LLC | 140,694 | $3,659,000 | 0.77% |
| Ferris Capital, LLC | 66,325 | $1,725,000 | 0.76% |