ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 45 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $358,000 | -9.6% | 14,025 | -9.4% | 0.00% | -33.3% |
Q3 2019 | $396,000 | -18.7% | 15,485 | -18.7% | 0.00% | -25.0% |
Q2 2019 | $487,000 | +6.6% | 19,042 | +6.1% | 0.00% | +33.3% |
Q1 2019 | $457,000 | +7.3% | 17,944 | +6.9% | 0.00% | -25.0% |
Q4 2018 | $426,000 | +77.5% | 16,787 | +76.3% | 0.00% | +100.0% |
Q3 2018 | $240,000 | -71.5% | 9,520 | -71.4% | 0.00% | -75.0% |
Q2 2018 | $842,000 | 0.0% | 33,249 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $842,000 | -0.2% | 33,249 | -0.2% | 0.01% | 0.0% |
Q4 2017 | $844,000 | +15.3% | 33,311 | +16.9% | 0.01% | 0.0% |
Q3 2017 | $732,000 | +23.4% | 28,501 | +22.9% | 0.01% | +14.3% |
Q2 2017 | $593,000 | +253.0% | 23,186 | +251.5% | 0.01% | +250.0% |
Q1 2017 | $168,000 | +147.1% | 6,597 | +147.3% | 0.00% | +100.0% |
Q4 2016 | $68,000 | -1.4% | 2,668 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $69,000 | +91.7% | 2,668 | +93.3% | 0.00% | 0.0% |
Q2 2016 | $36,000 | +44.0% | 1,380 | +40.8% | 0.00% | – |
Q1 2016 | $25,000 | 0.0% | 980 | 0.0% | 0.00% | – |
Q4 2015 | $25,000 | – | 980 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LifeSteps Financial, Inc. | 67,582 | $1,725,000 | 1.63% |
Gateway Advisory, LLC | 233,885 | $5,969,000 | 1.47% |
Wealthquest Corp | 159,118 | $4,060,000 | 1.16% |
Fusion Family Wealth LLC | 194,809 | $4,972,000 | 1.14% |
Paulson Wealth Management Inc. | 60,488 | $1,545,000 | 1.09% |
SENTINEL PENSION ADVISORS INC. | 53,698 | $1,370,000 | 0.89% |
Single Point Partners, LLC | 41,166 | $1,051,000 | 0.64% |
ALTERNA WEALTH MANAGEMENT, INC | 18,974 | $484,000 | 0.54% |
Royal Harbor Partners, LLC | 21,477 | $548,000 | 0.53% |
Ferris Capital, LLC | 56,269 | $1,436,000 | 0.50% |