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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | -63.6% | 150 | -64.8% | 0.00% | -50.0% |
| Q1 2018 | $11,000 | 0.0% | 426 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $11,000 | -26.7% | 426 | -27.6% | 0.01% | -37.5% |
| Q3 2017 | $15,000 | -99.6% | 588 | -99.6% | 0.01% | -99.5% |
| Q2 2017 | $3,456,000 | +19.1% | 135,055 | +19.0% | 1.60% | +21.2% |
| Q1 2017 | $2,901,000 | +7.2% | 113,508 | +5.9% | 1.32% | -4.1% |
| Q4 2016 | $2,706,000 | +9.1% | 107,227 | +11.6% | 1.38% | +26.4% |
| Q3 2016 | $2,480,000 | +24.7% | 96,098 | +25.4% | 1.09% | +43.2% |
| Q2 2016 | $1,989,000 | +6.2% | 76,634 | +5.4% | 0.76% | -11.2% |
| Q1 2016 | $1,872,000 | -99.9% | 72,691 | +2.4% | 0.86% | +2.0% |
| Q4 2015 | $1,811,609,000 | +98895.0% | 70,960 | -0.9% | 0.84% | -19.2% |
| Q3 2015 | $1,830,000 | +134.0% | 71,615 | +131.2% | 1.04% | +112.3% |
| Q2 2015 | $782,000 | +104.7% | 30,974 | +105.9% | 0.49% | +102.9% |
| Q1 2015 | $382,000 | – | 15,040 | – | 0.24% | – |
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% |