SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 117 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$509,000
+0.4%
19,9720.0%0.11%
-20.8%
Q1 2020$507,000
-0.6%
19,9720.0%0.14%
+23.1%
Q4 2019$510,00019,9720.12%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 234,226$5,940,0001.74%
Asset Dedication, LLC 119,383$3,031,0001.50%
Fusion Family Wealth LLC 117,634$2,983,0001.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 212,833$5,397,0000.55%
Denver PWM, LLC 24,266$612,0000.54%
Vigilant Capital Management, LLC 146,419$3,713,0000.53%
Roof Eidam Maycock Peralta, LLC 42,445$1,076,0000.52%
M Holdings Securities, Inc. 59,638$1,512,0000.46%
PHILLIPS FINANCIAL MANAGEMENT, LLC 64,127$1,621,0000.35%
LEAVELL INVESTMENT MANAGEMENT, INC. 111,997$2,840,0000.33%
View complete list of ISHARES TR shareholders