ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 74 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $998,000 | +1.6% | 39,155 | +1.2% | 0.11% | -17.0% |
| Q1 2020 | $982,000 | +3.3% | 38,705 | +3.8% | 0.14% | +18.4% |
| Q4 2019 | $951,000 | -12.4% | 37,274 | -12.4% | 0.11% | -21.9% |
| Q3 2019 | $1,086,000 | +32.8% | 42,534 | +32.9% | 0.15% | +22.7% |
| Q2 2019 | $818,000 | -2.9% | 32,000 | -3.0% | 0.12% | -11.2% |
| Q1 2019 | $842,000 | +54.2% | 33,000 | +53.5% | 0.13% | +28.8% |
| Q4 2018 | $546,000 | -19.6% | 21,503 | -20.0% | 0.10% | -20.0% |
| Q3 2018 | $679,000 | +48.9% | 26,876 | +49.5% | 0.13% | +6.6% |
| Q2 2018 | $456,000 | -10.2% | 17,975 | -10.3% | 0.12% | -39.0% |
| Q1 2018 | $508,000 | -13.8% | 20,039 | -13.7% | 0.20% | -25.7% |
| Q4 2017 | $589,000 | – | 23,214 | – | 0.27% | – |
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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% |