ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 116 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $815,000 | -1.3% | 31,972 | -1.8% | 0.05% | -17.5% |
| Q1 2020 | $826,000 | -4.8% | 32,550 | -4.3% | 0.06% | +14.0% |
| Q4 2019 | $868,000 | -0.3% | 34,025 | -0.3% | 0.05% | -10.7% |
| Q3 2019 | $871,000 | -2.9% | 34,125 | -2.8% | 0.06% | -3.4% |
| Q2 2019 | $897,000 | +2.5% | 35,095 | +2.3% | 0.06% | -3.3% |
| Q1 2019 | $875,000 | +0.6% | 34,295 | 0.0% | 0.06% | -25.9% |
| Q4 2018 | $870,000 | -49.4% | 34,295 | -49.5% | 0.08% | -42.6% |
| Q3 2018 | $1,718,000 | +200.9% | 67,905 | +201.9% | 0.14% | +227.9% |
| Q2 2018 | $571,000 | -4.8% | 22,495 | -5.3% | 0.04% | -14.0% |
| Q1 2018 | $600,000 | -3.4% | 23,745 | -3.1% | 0.05% | -9.1% |
| Q4 2017 | $621,000 | +11.9% | 24,495 | +13.3% | 0.06% | -15.4% |
| Q3 2017 | $555,000 | +45.7% | 21,620 | +45.9% | 0.06% | +41.3% |
| Q2 2017 | $381,000 | – | 14,820 | – | 0.05% | – |
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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% |