ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 38 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,222,000 | +170.3% | 86,461 | +169.1% | 0.01% | +160.0% |
| Q2 2017 | $822,000 | +15.0% | 32,125 | +14.8% | 0.01% | 0.0% |
| Q1 2017 | $715,000 | +200.4% | 27,980 | +197.0% | 0.01% | +150.0% |
| Q4 2016 | $238,000 | -9.8% | 9,420 | -7.8% | 0.00% | 0.0% |
| Q3 2016 | $264,000 | -0.4% | 10,222 | +0.1% | 0.00% | 0.0% |
| Q2 2016 | $265,000 | +0.4% | 10,216 | -0.4% | 0.00% | 0.0% |
| Q1 2016 | $264,000 | +0.8% | 10,255 | +0.0% | 0.00% | 0.0% |
| Q4 2015 | $262,000 | +29.7% | 10,254 | +29.8% | 0.00% | 0.0% |
| Q3 2015 | $202,000 | – | 7,899 | – | 0.00% | – |
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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% |