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 | $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% | – |
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% |