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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $10,000 | -61.5% | 390 | -60.6% | 0.00% | -50.0% |
| Q4 2019 | $26,000 | -52.7% | 990 | -52.6% | 0.00% | -60.0% |
| Q3 2019 | $55,000 | -32.9% | 2,090 | -33.3% | 0.01% | -44.4% |
| Q2 2019 | $82,000 | +1.2% | 3,135 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $81,000 | +8.0% | 3,135 | +6.8% | 0.01% | 0.0% |
| Q4 2018 | $75,000 | +17.2% | 2,935 | +15.8% | 0.01% | +25.0% |
| Q3 2018 | $64,000 | -1.5% | 2,535 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $65,000 | 0.0% | 2,535 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $65,000 | +225.0% | 2,535 | +227.1% | 0.01% | +200.0% |
| Q4 2017 | $20,000 | – | 775 | – | 0.00% | – |
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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% |