ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,262,000 | -2.9% | 127,970 | -2.8% | 0.20% | -25.5% |
| Q4 2019 | $3,359,000 | -8.4% | 131,639 | -8.4% | 0.27% | -16.6% |
| Q3 2019 | $3,668,000 | +4.3% | 143,685 | +4.3% | 0.32% | -9.3% |
| Q2 2019 | $3,518,000 | +11.6% | 137,700 | +11.4% | 0.35% | +2.3% |
| Q1 2019 | $3,151,000 | +9.1% | 123,554 | +8.6% | 0.34% | +19.8% |
| Q4 2018 | $2,888,000 | +45.6% | 113,820 | +44.9% | 0.29% | +55.7% |
| Q3 2018 | $1,983,000 | +15.8% | 78,529 | +16.4% | 0.18% | +10.8% |
| Q2 2018 | $1,712,000 | +3.2% | 67,459 | +3.1% | 0.17% | +0.6% |
| Q1 2018 | $1,659,000 | +336.6% | 65,408 | +336.5% | 0.17% | +325.6% |
| Q4 2017 | $380,000 | – | 14,985 | – | 0.04% | – |
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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% |