ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 92 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $644,818,000 | -4.7% | 25,296 | -5.1% | 0.09% | -20.0% |
| Q1 2020 | $676,630,000 | +6.9% | 26,669 | +7.7% | 0.11% | +41.0% |
| Q2 2019 | $632,903,000 | +23.4% | 24,771 | +23.1% | 0.08% | +11.4% |
| Q1 2019 | $512,992,000 | +15.5% | 20,117 | +14.3% | 0.07% | +14.8% |
| Q3 2018 | $444,228,000 | +122.6% | 17,596 | +123.8% | 0.06% | +110.3% |
| Q2 2018 | $199,588,000 | +224156.2% | 7,864 | +123.2% | 0.03% | +107.1% |
| Q1 2018 | $89,000 | -66.5% | 3,524 | -66.1% | 0.01% | -68.2% |
| Q1 2017 | $266,000 | +22.0% | 10,392 | +20.4% | 0.04% | +10.0% |
| Q4 2016 | $218,000 | -2.2% | 8,630 | 0.0% | 0.04% | -7.0% |
| Q3 2016 | $223,000 | -0.4% | 8,630 | 0.0% | 0.04% | +2.4% |
| Q2 2016 | $224,000 | -12.8% | 8,630 | -13.7% | 0.04% | -16.0% |
| Q1 2016 | $257,000 | +0.8% | 9,998 | 0.0% | 0.05% | -7.4% |
| Q4 2015 | $255,000 | – | 9,998 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co | 72,691 | $1,872,000 | 0.86% |
| Vigilant Capital Management, LLC | 155,554 | $4,006,000 | 0.80% |
| NewSquare Capital LLC | 33,043 | $851,000 | 0.24% |
| Roof Eidam Maycock Peralta, LLC | 11,425 | $294,000 | 0.21% |
| LINCOLN NATIONAL CORP | 99,565 | $2,564,000 | 0.18% |
| Asset Dedication, LLC | 8,994 | $232,000 | 0.17% |
| ARS Wealth Advisors, LLC | 9,175 | $236,000 | 0.11% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 81,520 | $2,100,000 | 0.06% |
| Sargent Bickham Lagudis LLC | 15,121 | $389,000 | 0.06% |
| Legacy Private Trust Co. | 14,300 | $368,000 | 0.06% |