ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 50 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,990,000 | -37.7% | 117,286 | -38.0% | 0.00% | -60.0% |
| Q1 2020 | $4,799,000 | +793.7% | 189,153 | +799.7% | 0.01% | +400.0% |
| Q4 2019 | $537,000 | +21.5% | 21,023 | +21.4% | 0.00% | 0.0% |
| Q3 2019 | $442,000 | -92.5% | 17,313 | -92.5% | 0.00% | -90.0% |
| Q2 2019 | $5,863,000 | +159.3% | 229,464 | +158.7% | 0.01% | +150.0% |
| Q1 2019 | $2,261,000 | -32.5% | 88,684 | -33.1% | 0.00% | -42.9% |
| Q3 2018 | $3,348,000 | +873.3% | 132,600 | +879.6% | 0.01% | +600.0% |
| Q2 2018 | $344,000 | -95.0% | 13,536 | -95.0% | 0.00% | -95.0% |
| Q4 2017 | $6,886,000 | +2538.3% | 271,511 | +2571.3% | 0.02% | +1900.0% |
| Q3 2017 | $261,000 | -59.0% | 10,164 | -59.2% | 0.00% | -66.7% |
| Q1 2017 | $636,000 | +83.3% | 24,888 | +85.0% | 0.00% | +50.0% |
| Q3 2016 | $347,000 | +45.8% | 13,453 | +47.0% | 0.00% | +100.0% |
| Q2 2016 | $238,000 | -81.7% | 9,153 | -81.9% | 0.00% | -85.7% |
| Q1 2016 | $1,303,000 | -45.3% | 50,593 | -45.8% | 0.01% | -53.3% |
| Q4 2015 | $2,383,000 | +59.5% | 93,330 | +59.6% | 0.02% | +66.7% |
| Q3 2015 | $1,494,000 | -20.2% | 58,468 | -21.1% | 0.01% | -25.0% |
| Q2 2015 | $1,872,000 | +36.9% | 74,130 | +37.0% | 0.01% | +20.0% |
| Q4 2014 | $1,367,000 | +56.6% | 54,106 | +56.2% | 0.01% | +11.1% |
| Q3 2014 | $873,000 | – | 34,644 | – | 0.01% | – |
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% |