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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,354,000 | -11.7% | 170,810 | -12.1% | 0.06% | -33.3% |
| Q1 2020 | $4,929,000 | -27.0% | 194,273 | -26.5% | 0.09% | -14.3% |
| Q4 2019 | $6,748,000 | -6.8% | 264,411 | -6.8% | 0.10% | -7.1% |
| Q3 2019 | $7,243,000 | +29.1% | 283,703 | +29.2% | 0.11% | +11.9% |
| Q2 2019 | $5,611,000 | +35.6% | 219,599 | +35.3% | 0.10% | +23.2% |
| Q1 2019 | $4,139,000 | -26.4% | 162,315 | -25.4% | 0.08% | -39.3% |
| Q4 2018 | $5,620,000 | +62.7% | 217,589 | +59.1% | 0.14% | +90.1% |
| Q3 2018 | $3,454,000 | -7.4% | 136,802 | -7.0% | 0.07% | +16.4% |
| Q2 2018 | $3,730,000 | +208.5% | 147,144 | +208.6% | 0.06% | +29.8% |
| Q1 2018 | $1,209,000 | -54.7% | 47,675 | -54.7% | 0.05% | -58.4% |
| Q4 2017 | $2,668,000 | +0.4% | 105,206 | +1.7% | 0.11% | +71.2% |
| Q3 2017 | $2,657,000 | +13.4% | 103,454 | +13.1% | 0.07% | +4.8% |
| Q2 2017 | $2,343,000 | -6.0% | 91,484 | -6.2% | 0.06% | -10.0% |
| Q1 2017 | $2,492,000 | +24.2% | 97,503 | +23.2% | 0.07% | +6.1% |
| Q4 2016 | $2,007,000 | +44.3% | 79,113 | +46.7% | 0.07% | +15.8% |
| Q3 2016 | $1,391,000 | +67.2% | 53,911 | +68.2% | 0.06% | +67.6% |
| Q2 2016 | $832,000 | +129.8% | 32,049 | +128.1% | 0.03% | +100.0% |
| Q1 2016 | $362,000 | – | 14,053 | – | 0.02% | – |
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% |