ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $399,000 | -90.5% | 15,669 | -90.5% | 0.09% | -91.6% |
| Q1 2020 | $4,179,000 | -15.9% | 164,699 | -15.5% | 1.12% | -2.2% |
| Q4 2019 | $4,972,000 | +3.8% | 194,809 | +3.8% | 1.14% | -9.8% |
| Q3 2019 | $4,790,000 | -4.8% | 187,640 | -4.7% | 1.27% | +1.4% |
| Q2 2019 | $5,033,000 | +5.1% | 196,987 | +4.8% | 1.25% | -5.3% |
| Q1 2019 | $4,791,000 | -4.3% | 187,900 | -4.8% | 1.32% | -10.1% |
| Q4 2018 | $5,008,000 | -1.6% | 197,402 | -2.1% | 1.47% | +7.8% |
| Q3 2018 | $5,092,000 | -0.7% | 201,711 | -0.1% | 1.37% | -5.1% |
| Q2 2018 | $5,126,000 | +71.8% | 201,979 | +71.7% | 1.44% | +43.6% |
| Q1 2018 | $2,983,000 | +12.1% | 117,634 | +12.1% | 1.00% | +51.1% |
| Q4 2017 | $2,661,000 | +52.7% | 104,918 | +54.7% | 0.66% | +12.5% |
| Q3 2017 | $1,743,000 | +4.3% | 67,839 | +3.9% | 0.59% | +3.1% |
| Q2 2017 | $1,671,000 | +15.8% | 65,310 | +15.7% | 0.57% | +5.7% |
| Q1 2017 | $1,443,000 | +10.8% | 56,447 | +10.3% | 0.54% | -29.3% |
| Q4 2016 | $1,302,000 | – | 51,164 | – | 0.76% | – |
Download | ||||||
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% |