ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 2 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $372,000 | +0.5% | 14,601 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $370,000 | -2.9% | 14,601 | -2.2% | 0.00% | 0.0% |
| Q4 2019 | $381,000 | 0.0% | 14,936 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $381,000 | +7.3% | 14,936 | +7.5% | 0.00% | 0.0% |
| Q2 2019 | $355,000 | +2.3% | 13,893 | +2.0% | 0.00% | 0.0% |
| Q1 2019 | $347,000 | -0.6% | 13,626 | -0.9% | 0.00% | 0.0% |
| Q4 2018 | $349,000 | +47.9% | 13,746 | +47.3% | 0.00% | +50.0% |
| Q3 2018 | $236,000 | +1.7% | 9,330 | +1.9% | 0.00% | 0.0% |
| Q2 2018 | $232,000 | +0.4% | 9,160 | +0.7% | 0.00% | 0.0% |
| Q1 2018 | $231,000 | 0.0% | 9,100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $231,000 | – | 9,100 | – | 0.00% | – |
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% |