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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,881,000 | -6.7% | 191,499 | -7.2% | 0.04% | -16.3% |
| Q1 2020 | $5,234,000 | -22.1% | 206,311 | -21.6% | 0.04% | 0.0% |
| Q4 2019 | $6,719,000 | +0.2% | 263,274 | +0.3% | 0.04% | -8.5% |
| Q3 2019 | $6,703,000 | +18.5% | 262,569 | +18.6% | 0.05% | +27.0% |
| Q2 2019 | $5,656,000 | +11.9% | 221,453 | +11.7% | 0.04% | +2.8% |
| Q1 2019 | $5,055,000 | +0.0% | 198,222 | -0.5% | 0.04% | -10.0% |
| Q4 2018 | $5,054,000 | -10.8% | 199,199 | -11.2% | 0.04% | 0.0% |
| Q3 2018 | $5,665,000 | -7.9% | 224,402 | -7.4% | 0.04% | -13.0% |
| Q2 2018 | $6,150,000 | +4.4% | 242,323 | +4.3% | 0.05% | +2.2% |
| Q1 2018 | $5,893,000 | +12.3% | 232,367 | +12.3% | 0.04% | +9.8% |
| Q4 2017 | $5,248,000 | +1.6% | 206,956 | +3.0% | 0.04% | -6.8% |
| Q3 2017 | $5,164,000 | +7.1% | 200,916 | +6.7% | 0.04% | +2.3% |
| Q2 2017 | $4,821,000 | +2.0% | 188,384 | +1.9% | 0.04% | -2.3% |
| Q1 2017 | $4,725,000 | -7.3% | 184,851 | -8.5% | 0.04% | -12.0% |
| Q4 2016 | $5,099,000 | +2.6% | 202,014 | +4.9% | 0.05% | +4.2% |
| Q3 2016 | $4,972,000 | +11.7% | 192,630 | +12.5% | 0.05% | +6.7% |
| Q2 2016 | $4,450,000 | +41.7% | 171,153 | +40.4% | 0.04% | +28.6% |
| Q1 2016 | $3,140,000 | +18.6% | 121,912 | +17.5% | 0.04% | +16.7% |
| Q4 2015 | $2,648,000 | -1.7% | 103,738 | -1.6% | 0.03% | -6.2% |
| Q3 2015 | $2,694,000 | +43.2% | 105,390 | +41.5% | 0.03% | +45.5% |
| Q2 2015 | $1,881,000 | +0.9% | 74,484 | +1.1% | 0.02% | -4.3% |
| Q1 2015 | $1,865,000 | -52.0% | 73,638 | -52.1% | 0.02% | -20.7% |
| Q4 2014 | $3,886,000 | +135.2% | 153,748 | +134.6% | 0.03% | 0.0% |
| Q3 2014 | $1,652,000 | – | 65,538 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 234,226 | $5,940,000 | 1.74% |
| Asset Dedication, LLC | 119,383 | $3,031,000 | 1.50% |
| Fusion Family Wealth LLC | 117,634 | $2,983,000 | 1.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 212,833 | $5,397,000 | 0.55% |
| Denver PWM, LLC | 24,266 | $612,000 | 0.54% |
| Vigilant Capital Management, LLC | 146,419 | $3,713,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 42,445 | $1,076,000 | 0.52% |
| M Holdings Securities, Inc. | 59,638 | $1,512,000 | 0.46% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 64,127 | $1,621,000 | 0.35% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 111,997 | $2,840,000 | 0.33% |