ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 116 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $372,000 | -16.0% | 14,611 | -16.3% | 0.44% | -30.7% |
| Q1 2020 | $443,000 | -8.5% | 17,454 | -8.0% | 0.64% | +19.1% |
| Q4 2019 | $484,000 | -20.3% | 18,974 | -20.1% | 0.54% | -25.1% |
| Q3 2019 | $607,000 | +43.8% | 23,757 | +43.7% | 0.72% | +41.6% |
| Q2 2019 | $422,000 | -12.6% | 16,531 | -12.7% | 0.51% | +24.0% |
| Q1 2019 | $483,000 | +51.9% | 18,926 | +50.9% | 0.41% | +686.5% |
| Q4 2018 | $318,000 | – | 12,539 | – | 0.05% | – |
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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% |