ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $10,000 | -95.5% | 398 | -95.4% | 0.00% | -95.2% |
| Q1 2020 | $221,000 | -0.5% | 8,708 | 0.0% | 0.04% | +23.5% |
| Q4 2019 | $222,000 | 0.0% | 8,708 | 0.0% | 0.03% | +6.2% |
| Q3 2019 | $222,000 | -26.0% | 8,708 | -25.8% | 0.03% | -28.9% |
| Q2 2019 | $300,000 | +3.1% | 11,733 | +2.9% | 0.04% | +2.3% |
| Q1 2019 | $291,000 | +9.8% | 11,403 | +9.0% | 0.04% | 0.0% |
| Q4 2018 | $265,000 | +6.9% | 10,463 | +6.4% | 0.04% | +22.2% |
| Q3 2018 | $248,000 | -0.8% | 9,833 | 0.0% | 0.04% | -7.7% |
| Q2 2018 | $250,000 | +3.3% | 9,833 | +3.1% | 0.04% | -4.9% |
| Q1 2018 | $242,000 | 0.0% | 9,533 | 0.0% | 0.04% | +7.9% |
| Q4 2017 | $242,000 | – | 9,533 | – | 0.04% | – |
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% |