ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 108 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $894,000 | -2.0% | 35,090 | -2.4% | 0.28% | -20.7% |
| Q1 2020 | $912,000 | -3.3% | 35,950 | -2.8% | 0.35% | +19.2% |
| Q4 2019 | $943,000 | +26.1% | 36,995 | +26.3% | 0.29% | +15.0% |
| Q3 2019 | $748,000 | 0.0% | 29,280 | 0.0% | 0.25% | +3.7% |
| Q2 2019 | $748,000 | +4.0% | 29,280 | +3.9% | 0.24% | +0.4% |
| Q1 2019 | $719,000 | +18.1% | 28,190 | +17.5% | 0.24% | +5.2% |
| Q4 2018 | $609,000 | – | 23,995 | – | 0.23% | – |
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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% |