ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 92 filers reported holding ISHARES TR in Q3 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% | – |
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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% |