ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 45 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,590,000 | 0.0% | 179,667 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $4,590,000 | -10.5% | 179,667 | -10.7% | 0.07% | -16.1% |
| Q1 2019 | $5,129,000 | -0.3% | 201,118 | -0.8% | 0.09% | -10.3% |
| Q4 2018 | $5,145,000 | +2.5% | 202,809 | +2.0% | 0.10% | +12.8% |
| Q3 2018 | $5,020,000 | -0.5% | 198,834 | +0.0% | 0.09% | -3.4% |
| Q2 2018 | $5,044,000 | -1.8% | 198,752 | -1.9% | 0.09% | -6.3% |
| Q1 2018 | $5,137,000 | +17.1% | 202,568 | +17.1% | 0.10% | +18.8% |
| Q4 2017 | $4,388,000 | -0.8% | 173,027 | +0.5% | 0.08% | -5.9% |
| Q3 2017 | $4,425,000 | +3.7% | 172,180 | +3.3% | 0.08% | -2.3% |
| Q2 2017 | $4,266,000 | +2.4% | 166,691 | +2.2% | 0.09% | -6.5% |
| Q1 2017 | $4,167,000 | +7.0% | 163,037 | +5.6% | 0.09% | -2.1% |
| Q4 2016 | $3,895,000 | +11.8% | 154,328 | +14.3% | 0.10% | +4.4% |
| Q3 2016 | $3,485,000 | +25.9% | 135,018 | +26.7% | 0.09% | +19.7% |
| Q2 2016 | $2,767,000 | +31.8% | 106,583 | +30.7% | 0.08% | +20.6% |
| Q1 2016 | $2,100,000 | +15.6% | 81,520 | +14.6% | 0.06% | +6.8% |
| Q4 2015 | $1,816,000 | +12.7% | 71,115 | +12.8% | 0.06% | 0.0% |
| Q3 2015 | $1,612,000 | +1.0% | 63,051 | -0.2% | 0.06% | +1.7% |
| Q2 2015 | $1,596,000 | +16.1% | 63,203 | +16.7% | 0.06% | +11.5% |
| Q1 2015 | $1,375,000 | – | 54,153 | – | 0.05% | – |
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% |