ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 114 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $86,000 | +41.0% | 3,400 | +41.7% | 0.01% | +16.7% |
| Q1 2020 | $61,000 | 0.0% | 2,400 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $61,000 | 0.0% | 2,400 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $61,000 | 0.0% | 2,400 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $61,000 | -41.9% | 2,400 | -42.1% | 0.01% | +33.3% |
| Q4 2018 | $105,000 | -34.0% | 4,143 | -34.0% | 0.01% | 0.0% |
| Q3 2018 | $159,000 | +54.4% | 6,279 | +55.2% | 0.01% | +50.0% |
| Q2 2018 | $103,000 | -32.7% | 4,045 | -33.0% | 0.00% | -42.9% |
| Q1 2018 | $153,000 | 0.0% | 6,035 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $153,000 | -1.3% | 6,035 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $155,000 | -64.7% | 6,035 | -64.8% | 0.01% | -68.4% |
| Q2 2017 | $439,000 | +149.4% | 17,160 | +149.0% | 0.02% | +137.5% |
| Q1 2017 | $176,000 | +27.5% | 6,891 | +26.3% | 0.01% | +14.3% |
| Q4 2016 | $138,000 | +43.8% | 5,454 | +47.1% | 0.01% | +40.0% |
| Q3 2016 | $96,000 | +15.7% | 3,707 | +16.5% | 0.01% | 0.0% |
| Q2 2016 | $83,000 | +36.1% | 3,182 | +32.6% | 0.01% | -37.5% |
| Q1 2016 | $61,000 | – | 2,400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 250,779 | $6,445,000 | 1.92% |
| Asset Dedication, LLC | 95,619 | $2,456,000 | 1.18% |
| Vigilant Capital Management, LLC | 252,954 | $6,501,000 | 0.97% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 213,577 | $5,489,000 | 0.61% |
| Fusion Family Wealth LLC | 67,839 | $1,743,000 | 0.59% |
| Roof Eidam Maycock Peralta, LLC | 39,615 | $1,018,000 | 0.52% |
| Vista Private Wealth Partners. LLC | 23,255 | $595,000 | 0.46% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 100,997 | $2,596,000 | 0.32% |
| New Capital Management LP | 6,393 | $164,000 | 0.29% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,511 | $1,324,000 | 0.29% |