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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $335,000 | -19.3% | 12,875 | -18.9% | 0.03% | -28.3% |
| Q3 2021 | $415,000 | -0.5% | 15,875 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $417,000 | -0.2% | 15,875 | 0.0% | 0.05% | -4.2% |
| Q1 2021 | $418,000 | 0.0% | 15,875 | 0.0% | 0.05% | -5.9% |
| Q4 2020 | $418,000 | -6.5% | 15,875 | -5.9% | 0.05% | -15.0% |
| Q3 2020 | $447,000 | -10.2% | 16,875 | -10.6% | 0.06% | -15.5% |
| Q2 2020 | $498,000 | -14.0% | 18,875 | -15.2% | 0.07% | -25.3% |
| Q1 2020 | $579,000 | -15.7% | 22,250 | -15.2% | 0.10% | +14.5% |
| Q4 2019 | $687,000 | -23.3% | 26,250 | -23.4% | 0.08% | -28.4% |
| Q3 2019 | $896,000 | -16.9% | 34,250 | -17.0% | 0.12% | -17.1% |
| Q2 2019 | $1,078,000 | -15.6% | 41,250 | -16.2% | 0.14% | -17.2% |
| Q1 2019 | $1,278,000 | -15.1% | 49,250 | -16.2% | 0.17% | -23.2% |
| Q4 2018 | $1,505,000 | -11.3% | 58,750 | -12.0% | 0.22% | -2.7% |
| Q3 2018 | $1,696,000 | -5.7% | 66,750 | -5.3% | 0.23% | -10.3% |
| Q2 2018 | $1,798,000 | +1.1% | 70,450 | +1.1% | 0.25% | -1.2% |
| Q1 2018 | $1,778,000 | +1.3% | 69,710 | +2.0% | 0.26% | +4.1% |
| Q4 2017 | $1,755,000 | -1.5% | 68,350 | 0.0% | 0.24% | -7.2% |
| Q3 2017 | $1,782,000 | +1.0% | 68,350 | +0.7% | 0.26% | -1.1% |
| Q2 2017 | $1,765,000 | -0.1% | 67,875 | -1.1% | 0.27% | -1.1% |
| Q1 2017 | $1,766,000 | -2.7% | 68,625 | -4.2% | 0.27% | -8.2% |
| Q4 2016 | $1,815,000 | – | 71,625 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |