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 | $851,239 | +9.5% | 33,395 | +9.0% | 0.06% | -13.8% |
| Q1 2020 | $777,491 | +2.7% | 30,645 | +3.3% | 0.06% | +20.4% |
| Q4 2019 | $757,178 | -0.0% | 29,670 | 0.0% | 0.05% | -12.9% |
| Q3 2019 | $757,475 | -0.1% | 29,670 | 0.0% | 0.06% | -3.1% |
| Q2 2019 | $758,057 | +0.2% | 29,670 | 0.0% | 0.06% | -9.9% |
| Q1 2019 | $756,585 | +0.5% | 29,670 | 0.0% | 0.07% | -23.7% |
| Q4 2018 | $752,728 | +0.5% | 29,670 | 0.0% | 0.09% | +8.1% |
| Q3 2018 | $749,049 | +6.5% | 29,670 | +7.1% | 0.09% | -10.4% |
| Q2 2018 | $703,153 | +33.9% | 27,705 | +33.8% | 0.10% | +23.1% |
| Q1 2018 | $525,079 | 0.0% | 20,705 | 0.0% | 0.08% | -6.0% |
| Q4 2017 | $525,079 | – | 20,705 | – | 0.08% | – |
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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% |