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 | $787,000 | -10.2% | 30,885 | -10.6% | 0.01% | -23.1% |
| Q1 2020 | $876,000 | -0.8% | 34,535 | -0.1% | 0.01% | +44.4% |
| Q4 2019 | $883,000 | +1.4% | 34,585 | +1.4% | 0.01% | -10.0% |
| Q3 2019 | $871,000 | 0.0% | 34,105 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $871,000 | +0.1% | 34,105 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $870,000 | +0.6% | 34,105 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $865,000 | +5.6% | 34,105 | +5.2% | 0.01% | +20.0% |
| Q3 2018 | $819,000 | -4.7% | 32,425 | -4.2% | 0.01% | -9.1% |
| Q2 2018 | $859,000 | -99.9% | 33,835 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $858,056,000 | +11.3% | 33,835 | +11.3% | 0.01% | +22.2% |
| Q4 2017 | $770,741,000 | -7.5% | 30,392 | -6.2% | 0.01% | -18.2% |
| Q3 2017 | $833,066,000 | +2.1% | 32,415 | +1.7% | 0.01% | 0.0% |
| Q2 2017 | $815,617,000 | +28.0% | 31,870 | +26.2% | 0.01% | +22.2% |
| Q1 2017 | $637,183,000 | +99928.7% | 25,245 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $637,000 | -99.9% | 25,245 | +4.1% | 0.01% | 0.0% |
| Q3 2016 | $625,763,000 | +0.2% | 24,245 | +0.8% | 0.01% | -10.0% |
| Q2 2016 | $624,208,000 | +5.2% | 24,045 | +4.3% | 0.01% | +11.1% |
| Q1 2016 | $593,524,000 | +0.9% | 23,045 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $588,339,000 | +1.6% | 23,045 | +1.8% | 0.01% | 0.0% |
| Q3 2015 | $578,806,000 | +41.9% | 22,645 | +40.2% | 0.01% | +66.7% |
| Q2 2015 | $407,868,000 | +59.5% | 16,150 | +60.4% | 0.01% | +50.0% |
| Q1 2015 | $255,677,000 | – | 10,070 | – | 0.00% | – |
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% |