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 | $1,202,000 | +0.5% | 47,145 | +0.0% | 0.42% | -19.5% |
| Q1 2020 | $1,196,000 | -16.7% | 47,126 | -16.2% | 0.53% | +4.8% |
| Q4 2019 | $1,436,000 | -17.9% | 56,269 | -17.8% | 0.50% | -20.2% |
| Q3 2019 | $1,749,000 | +10.1% | 68,488 | +10.2% | 0.63% | +7.0% |
| Q2 2019 | $1,589,000 | +11.4% | 62,177 | +11.2% | 0.59% | +12.4% |
| Q1 2019 | $1,426,000 | +56.9% | 55,913 | +56.0% | 0.52% | +29.7% |
| Q4 2018 | $909,000 | +2230.8% | 35,836 | +2228.5% | 0.40% | +2593.3% |
| Q3 2018 | $39,000 | – | 1,539 | – | 0.02% | – |
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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% |