ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 121 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $639,000 | -9.7% | 25,081 | -10.1% | 0.07% | -24.4% |
| Q1 2020 | $708,000 | -10.0% | 27,907 | -9.6% | 0.09% | +8.4% |
| Q4 2019 | $787,000 | +23.5% | 30,855 | +23.6% | 0.08% | +15.3% |
| Q3 2019 | $637,000 | +44.1% | 24,955 | +44.3% | 0.07% | +38.5% |
| Q2 2019 | $442,000 | +0.2% | 17,290 | 0.0% | 0.05% | -3.7% |
| Q1 2019 | $441,000 | +13.7% | 17,290 | +13.1% | 0.05% | 0.0% |
| Q4 2018 | $388,000 | – | 15,290 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co | 72,691 | $1,872,000 | 0.86% |
| Vigilant Capital Management, LLC | 155,554 | $4,006,000 | 0.80% |
| NewSquare Capital LLC | 33,043 | $851,000 | 0.24% |
| Roof Eidam Maycock Peralta, LLC | 11,425 | $294,000 | 0.21% |
| LINCOLN NATIONAL CORP | 99,565 | $2,564,000 | 0.18% |
| Asset Dedication, LLC | 8,994 | $232,000 | 0.17% |
| ARS Wealth Advisors, LLC | 9,175 | $236,000 | 0.11% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 81,520 | $2,100,000 | 0.06% |
| Sargent Bickham Lagudis LLC | 15,121 | $389,000 | 0.06% |
| Legacy Private Trust Co. | 14,300 | $368,000 | 0.06% |