ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 56 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $413,000 | +29.1% | 16,027 | +29.0% | 0.00% | +50.0% |
| Q3 2019 | $320,000 | +2.6% | 12,424 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $312,000 | +22.4% | 12,113 | +21.6% | 0.00% | 0.0% |
| Q1 2019 | $255,000 | +82.1% | 9,965 | +81.6% | 0.00% | +100.0% |
| Q4 2018 | $140,000 | +351.6% | 5,488 | +357.3% | 0.00% | – |
| Q4 2017 | $31,000 | 0.0% | 1,200 | 0.0% | 0.00% | – |
| Q3 2017 | $31,000 | 0.0% | 1,200 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $31,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | – | 1,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 228,038 | $5,797,000 | 1.60% |
| Asset Dedication, LLC | 86,687 | $2,205,000 | 0.89% |
| Vigilant Capital Management, LLC | 252,479 | $6,418,000 | 0.84% |
| Roof Eidam Maycock Peralta, LLC | 43,485 | $1,105,000 | 0.54% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 114,997 | $2,923,000 | 0.34% |
| MANAGED ACCOUNT SERVICES INC | 20,404 | $519,000 | 0.34% |
| Fusion Family Wealth LLC | 53,229 | $1,353,000 | 0.34% |
| Denver PWM, LLC | 15,289 | $389,000 | 0.29% |
| Altium Wealth Management LLC | 23,409 | $595,000 | 0.27% |
| LINCOLN NATIONAL CORP | 315,435 | $8,018,000 | 0.24% |