ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 114 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,135,000 | -12.6% | 44,521 | -12.9% | 0.80% | -20.1% |
| Q1 2020 | $1,298,000 | -16.0% | 51,089 | -15.5% | 1.00% | -8.8% |
| Q4 2019 | $1,545,000 | -9.9% | 60,488 | -9.9% | 1.09% | -15.5% |
| Q3 2019 | $1,714,000 | +4.4% | 67,128 | +4.6% | 1.29% | +5.6% |
| Q2 2019 | $1,641,000 | +24.3% | 64,166 | +24.0% | 1.22% | +22.2% |
| Q1 2019 | $1,320,000 | +2.3% | 51,748 | +1.9% | 1.00% | -6.0% |
| Q4 2018 | $1,290,000 | +205.7% | 50,781 | +203.4% | 1.06% | +181.0% |
| Q3 2018 | $422,000 | +50.2% | 16,735 | +51.1% | 0.38% | +36.8% |
| Q2 2018 | $281,000 | +1.8% | 11,072 | +1.8% | 0.28% | +0.7% |
| Q1 2018 | $276,000 | +36.6% | 10,874 | +36.7% | 0.28% | +55.4% |
| Q4 2017 | $202,000 | – | 7,954 | – | 0.18% | – |
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% |