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 | $4,433,000 | +2.6% | 173,911 | +2.1% | 0.02% | -15.0% |
Q1 2020 | $4,322,000 | -0.1% | 170,366 | +0.5% | 0.02% | +25.0% |
Q4 2019 | $4,326,000 | +1.6% | 169,540 | +1.7% | 0.02% | -11.1% |
Q3 2019 | $4,256,000 | -1.4% | 166,708 | -1.4% | 0.02% | -5.3% |
Q2 2019 | $4,317,000 | +1.3% | 169,001 | +1.1% | 0.02% | -5.0% |
Q1 2019 | $4,262,000 | +7.0% | 167,162 | +6.5% | 0.02% | -4.8% |
Q4 2018 | $3,982,000 | +37.5% | 156,972 | +36.8% | 0.02% | +50.0% |
Q3 2018 | $2,897,000 | +6.8% | 114,755 | +7.4% | 0.01% | 0.0% |
Q2 2018 | $2,713,000 | +11.3% | 106,879 | +11.1% | 0.01% | +7.7% |
Q1 2018 | $2,438,000 | +1.6% | 96,162 | +1.7% | 0.01% | 0.0% |
Q4 2017 | $2,399,000 | – | 94,595 | – | 0.01% | – |
Download |
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% |