ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 83 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,048,000 | -13.8% | 41,127 | -14.2% | 0.24% | -28.3% |
| Q1 2020 | $1,216,000 | -36.1% | 47,939 | -35.7% | 0.34% | -29.4% |
| Q4 2019 | $1,903,000 | +8.8% | 74,555 | +8.8% | 0.48% | -0.8% |
| Q3 2019 | $1,749,000 | -0.1% | 68,510 | +0.0% | 0.48% | -0.2% |
| Q2 2019 | $1,750,000 | -2.6% | 68,485 | -2.8% | 0.48% | -6.6% |
| Q1 2019 | $1,797,000 | +11.3% | 70,490 | +10.8% | 0.52% | -1.7% |
| Q4 2018 | $1,614,000 | +827.6% | 63,610 | +828.6% | 0.52% | +693.9% |
| Q2 2018 | $174,000 | 0.0% | 6,850 | 0.0% | 0.07% | +1.5% |
| Q1 2018 | $174,000 | 0.0% | 6,850 | 0.0% | 0.06% | +6.6% |
| Q4 2017 | $174,000 | -1.1% | 6,850 | 0.0% | 0.06% | +1.7% |
| Q3 2017 | $176,000 | +0.6% | 6,850 | 0.0% | 0.06% | -4.8% |
| Q2 2017 | $175,000 | 0.0% | 6,850 | 0.0% | 0.06% | -6.0% |
| Q1 2017 | $175,000 | +1.2% | 6,850 | 0.0% | 0.07% | -15.2% |
| Q4 2016 | $173,000 | – | 6,850 | – | 0.08% | – |
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% |