ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 38 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $16,913,000 | +39.1% | 663,501 | +38.5% | 0.00% | +50.0% |
| Q1 2020 | $12,155,000 | -26.2% | 479,094 | -25.8% | 0.00% | 0.0% |
| Q4 2019 | $16,481,000 | +15.2% | 645,814 | +15.3% | 0.00% | 0.0% |
| Q3 2019 | $14,303,000 | +16.7% | 560,265 | +16.8% | 0.00% | 0.0% |
| Q2 2019 | $12,256,000 | -12.8% | 479,736 | -13.0% | 0.00% | 0.0% |
| Q1 2019 | $14,057,000 | +1.4% | 551,290 | +0.9% | 0.00% | 0.0% |
| Q4 2018 | $13,857,000 | +6.0% | 546,197 | +5.5% | 0.00% | 0.0% |
| Q3 2018 | $13,073,000 | +17.1% | 517,858 | +17.7% | 0.00% | 0.0% |
| Q2 2018 | $11,168,000 | -3.4% | 440,057 | -3.4% | 0.00% | 0.0% |
| Q1 2018 | $11,556,000 | +10.3% | 455,648 | +10.3% | 0.00% | 0.0% |
| Q4 2017 | $10,475,000 | +8.2% | 413,017 | +9.6% | 0.00% | 0.0% |
| Q3 2017 | $9,684,000 | +17.9% | 376,794 | +17.4% | 0.00% | 0.0% |
| Q2 2017 | $8,214,000 | +21.7% | 320,991 | +21.6% | 0.00% | +100.0% |
| Q1 2017 | $6,748,000 | -13.3% | 264,029 | -14.4% | 0.00% | -50.0% |
| Q4 2016 | $7,784,000 | +0.5% | 308,397 | +2.8% | 0.00% | 0.0% |
| Q3 2016 | $7,742,000 | +11.5% | 299,968 | +12.1% | 0.00% | 0.0% |
| Q2 2016 | $6,944,000 | -6.0% | 267,489 | -6.8% | 0.00% | 0.0% |
| Q1 2016 | $7,390,000 | +12.4% | 286,948 | +11.5% | 0.00% | 0.0% |
| Q4 2015 | $6,573,000 | -17.4% | 257,448 | -17.3% | 0.00% | 0.0% |
| Q3 2015 | $7,961,000 | +92.8% | 311,468 | +90.5% | 0.00% | +100.0% |
| Q2 2015 | $4,130,000 | +578.2% | 163,542 | +582.0% | 0.00% | – |
| Q1 2015 | $609,000 | +311.5% | 23,979 | +309.9% | 0.00% | – |
| Q4 2014 | $148,000 | +21.3% | 5,850 | +20.6% | 0.00% | – |
| Q3 2014 | $122,000 | – | 4,850 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 250,779 | $6,445,000 | 1.92% |
| Asset Dedication, LLC | 95,619 | $2,456,000 | 1.18% |
| Vigilant Capital Management, LLC | 252,954 | $6,501,000 | 0.97% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 213,577 | $5,489,000 | 0.61% |
| Fusion Family Wealth LLC | 67,839 | $1,743,000 | 0.59% |
| Roof Eidam Maycock Peralta, LLC | 39,615 | $1,018,000 | 0.52% |
| Vista Private Wealth Partners. LLC | 23,255 | $595,000 | 0.46% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 100,997 | $2,596,000 | 0.32% |
| New Capital Management LP | 6,393 | $164,000 | 0.29% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,511 | $1,324,000 | 0.29% |