ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 117 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $556,000 | +11.4% | 21,800 | +10.9% | 0.04% | -8.9% |
| Q1 2020 | $499,000 | -0.4% | 19,650 | 0.0% | 0.04% | +25.0% |
| Q4 2019 | $501,000 | +6.8% | 19,650 | +7.0% | 0.04% | -2.7% |
| Q3 2019 | $469,000 | +53.8% | 18,370 | +53.9% | 0.04% | +48.0% |
| Q2 2019 | $305,000 | +6.3% | 11,935 | +6.0% | 0.02% | +4.2% |
| Q1 2019 | $287,000 | +22.6% | 11,260 | +22.3% | 0.02% | +9.1% |
| Q4 2018 | $234,000 | +12.5% | 9,210 | +12.0% | 0.02% | +29.4% |
| Q3 2018 | $208,000 | +43.4% | 8,220 | +43.6% | 0.02% | +30.8% |
| Q2 2018 | $145,000 | – | 5,725 | – | 0.01% | – |
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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% |