ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 90 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $18,000 | 0.0% | 705 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $18,000 | -78.0% | 705 | -78.1% | 0.02% | -79.8% |
| Q4 2018 | $82,000 | +1.2% | 3,225 | 0.0% | 0.09% | +15.6% |
| Q3 2018 | $81,000 | +22.7% | 3,225 | +24.0% | 0.08% | +26.2% |
| Q2 2018 | $66,000 | 0.0% | 2,600 | 0.0% | 0.06% | +1.7% |
| Q1 2018 | $66,000 | – | 2,600 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 250,779 | $6,445,000 | 1.92% |
| Asset Dedication, LLC | 95,619 | $2,456,000 | 1.18% |
| Vigilant Capital Management, LLC | 252,954 | $6,501,000 | 0.97% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 213,577 | $5,489,000 | 0.61% |
| Fusion Family Wealth LLC | 67,839 | $1,743,000 | 0.59% |
| Roof Eidam Maycock Peralta, LLC | 39,615 | $1,018,000 | 0.52% |
| Vista Private Wealth Partners. LLC | 23,255 | $595,000 | 0.46% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 100,997 | $2,596,000 | 0.32% |
| New Capital Management LP | 6,393 | $164,000 | 0.29% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,511 | $1,324,000 | 0.29% |