ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 123 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,309,000 | -3.5% | 482,867 | -4.0% | 0.07% | -19.3% |
| Q1 2020 | $12,756,000 | -28.3% | 502,750 | -27.9% | 0.08% | -21.0% |
| Q4 2019 | $17,800,000 | +0.9% | 697,432 | +0.9% | 0.10% | +9.4% |
| Q3 2019 | $17,649,000 | +2.1% | 691,254 | +2.2% | 0.10% | -6.8% |
| Q2 2019 | $17,280,000 | +0.2% | 676,414 | -0.0% | 0.10% | -10.4% |
| Q1 2019 | $17,251,000 | +3.5% | 676,420 | +2.9% | 0.12% | -10.2% |
| Q4 2018 | $16,673,000 | -2.6% | 657,287 | -3.0% | 0.13% | +4.1% |
| Q3 2018 | $17,111,000 | +1.4% | 677,634 | +1.9% | 0.12% | -6.8% |
| Q2 2018 | $16,880,000 | +4.3% | 665,206 | +4.2% | 0.13% | -2.9% |
| Q1 2018 | $16,185,000 | +9.8% | 638,103 | +9.8% | 0.14% | +12.4% |
| Q4 2017 | $14,746,000 | +4.4% | 581,319 | +5.8% | 0.12% | 0.0% |
| Q3 2017 | $14,127,000 | +11.1% | 549,533 | +10.5% | 0.12% | +6.1% |
| Q2 2017 | $12,720,000 | +49.1% | 497,292 | +48.9% | 0.11% | +39.0% |
| Q1 2017 | $8,533,000 | +15.2% | 333,995 | +13.8% | 0.08% | +2.5% |
| Q4 2016 | $7,404,000 | +0.9% | 293,501 | +3.2% | 0.08% | -5.9% |
| Q3 2016 | $7,340,000 | +4.4% | 284,336 | +5.1% | 0.08% | -4.5% |
| Q2 2016 | $7,030,000 | +2.0% | 270,663 | +1.2% | 0.09% | +304.5% |
| Q1 2016 | $6,892,000 | -12.5% | 267,557 | -13.3% | 0.02% | -76.6% |
| Q4 2015 | $7,876,000 | +10.9% | 308,472 | +11.1% | 0.09% | 0.0% |
| Q3 2015 | $7,101,000 | +9.8% | 277,748 | +8.5% | 0.09% | -9.6% |
| Q2 2015 | $6,465,000 | +25.5% | 255,978 | +26.2% | 0.10% | +35.1% |
| Q1 2015 | $5,151,000 | +1628.5% | 202,865 | +1621.7% | 0.08% | +1440.0% |
| Q4 2014 | $298,000 | – | 11,783 | – | 0.01% | – |
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% |