ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 2 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $200,000 | -6.5% | 7,857 | -6.9% | 0.01% | -20.0% |
| Q1 2020 | $214,000 | -95.4% | 8,439 | -95.4% | 0.01% | -94.6% |
| Q4 2019 | $4,634,000 | -2.1% | 181,588 | -2.0% | 0.18% | -12.4% |
| Q3 2019 | $4,731,000 | -2.7% | 185,309 | -2.6% | 0.21% | -29.5% |
| Q2 2019 | $4,862,000 | +25.8% | 190,313 | +25.6% | 0.30% | +19.2% |
| Q1 2019 | $3,864,000 | +113.0% | 151,513 | +111.9% | 0.25% | +113.7% |
| Q4 2018 | $1,814,000 | +162.5% | 71,497 | +161.2% | 0.12% | +120.8% |
| Q3 2018 | $691,000 | +18.5% | 27,375 | +18.8% | 0.05% | 0.0% |
| Q2 2018 | $583,000 | +148.1% | 23,039 | +148.8% | 0.05% | +96.3% |
| Q1 2018 | $235,000 | -97.3% | 9,261 | +2656.2% | 0.03% | +2600.0% |
| Q2 2017 | $8,605,000 | – | 336 | – | 0.00% | – |
Download | ||||||
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% |