ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 123 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $636,000 | -6.9% | 24,951 | -7.4% | 0.38% | -6.2% |
| Q1 2020 | $683,000 | -0.7% | 26,951 | 0.0% | 0.40% | +21.1% |
| Q4 2019 | $688,000 | 0.0% | 26,951 | 0.0% | 0.33% | -6.5% |
| Q3 2019 | $688,000 | -0.1% | 26,951 | 0.0% | 0.35% | -10.8% |
| Q2 2019 | $689,000 | +0.3% | 26,951 | 0.0% | 0.40% | +2.8% |
| Q1 2019 | $687,000 | +0.4% | 26,951 | 0.0% | 0.39% | -6.8% |
| Q4 2018 | $684,000 | – | 26,951 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co | 72,691 | $1,872,000 | 0.86% |
| Vigilant Capital Management, LLC | 155,554 | $4,006,000 | 0.80% |
| NewSquare Capital LLC | 33,043 | $851,000 | 0.24% |
| Roof Eidam Maycock Peralta, LLC | 11,425 | $294,000 | 0.21% |
| LINCOLN NATIONAL CORP | 99,565 | $2,564,000 | 0.18% |
| Asset Dedication, LLC | 8,994 | $232,000 | 0.17% |
| ARS Wealth Advisors, LLC | 9,175 | $236,000 | 0.11% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 81,520 | $2,100,000 | 0.06% |
| Sargent Bickham Lagudis LLC | 15,121 | $389,000 | 0.06% |
| Legacy Private Trust Co. | 14,300 | $368,000 | 0.06% |