ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 83 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $372,000 | -11.8% | 14,680 | -11.2% | 0.00% | 0.0% |
| Q4 2019 | $422,000 | -6.8% | 16,524 | -6.9% | 0.00% | 0.0% |
| Q3 2019 | $453,000 | -1.9% | 17,749 | -1.8% | 0.00% | 0.0% |
| Q2 2019 | $462,000 | +6.2% | 18,067 | +6.0% | 0.00% | -33.3% |
| Q1 2019 | $435,000 | -4.0% | 17,044 | -4.5% | 0.00% | 0.0% |
| Q4 2018 | $453,000 | -1.3% | 17,844 | -2.1% | 0.00% | 0.0% |
| Q3 2018 | $459,000 | -8.0% | 18,225 | -7.3% | 0.00% | 0.0% |
| Q2 2018 | $499,000 | +17.7% | 19,662 | +17.5% | 0.00% | 0.0% |
| Q1 2018 | $424,000 | -33.4% | 16,732 | -33.4% | 0.00% | -40.0% |
| Q4 2017 | $637,000 | -8.1% | 25,105 | -6.9% | 0.01% | 0.0% |
| Q3 2017 | $693,000 | -2.9% | 26,955 | -3.3% | 0.01% | -16.7% |
| Q2 2017 | $714,000 | -0.6% | 27,880 | -0.7% | 0.01% | 0.0% |
| Q1 2017 | $718,000 | -5.4% | 28,080 | -6.6% | 0.01% | -14.3% |
| Q4 2016 | $759,000 | +6.0% | 30,055 | +8.3% | 0.01% | +16.7% |
| Q3 2016 | $716,000 | -6.6% | 27,755 | -6.0% | 0.01% | -14.3% |
| Q2 2016 | $767,000 | -2.3% | 29,530 | -3.1% | 0.01% | -12.5% |
| Q1 2016 | $785,000 | +20.4% | 30,475 | +19.4% | 0.01% | +14.3% |
| Q4 2015 | $652,000 | +43.6% | 25,525 | +43.6% | 0.01% | +40.0% |
| Q3 2015 | $454,000 | +65.1% | 17,775 | +63.4% | 0.01% | +66.7% |
| Q2 2015 | $275,000 | – | 10,875 | – | 0.00% | – |
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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% |