ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 116 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,082,000 | +25.3% | 81,673 | +24.7% | 0.70% | +9.5% |
| Q1 2020 | $1,662,000 | +0.2% | 65,500 | +0.8% | 0.64% | +31.9% |
| Q4 2019 | $1,659,000 | 0.0% | 65,000 | 0.0% | 0.49% | -19.1% |
| Q3 2019 | $1,659,000 | -0.1% | 65,000 | 0.0% | 0.60% | +15.6% |
| Q2 2019 | $1,661,000 | +0.2% | 65,000 | 0.0% | 0.52% | -24.2% |
| Q1 2019 | $1,658,000 | +0.5% | 65,000 | 0.0% | 0.69% | -6.2% |
| Q4 2018 | $1,649,000 | +0.5% | 65,000 | 0.0% | 0.73% | +17.5% |
| Q3 2018 | $1,641,000 | -0.5% | 65,000 | 0.0% | 0.62% | -1.7% |
| Q2 2018 | $1,650,000 | – | 65,000 | – | 0.63% | – |
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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% |