ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 74 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $752,000 | -4.2% | 29,465 | -4.1% | 0.04% | -7.1% |
| Q2 2019 | $785,000 | -5.4% | 30,714 | -5.7% | 0.04% | 0.0% |
| Q1 2019 | $830,000 | +0.5% | 32,562 | -0.0% | 0.04% | -12.5% |
| Q4 2018 | $826,000 | -6.8% | 32,572 | -7.2% | 0.05% | +26.3% |
| Q3 2018 | $886,000 | +5.1% | 35,100 | +5.7% | 0.04% | +81.0% |
| Q2 2018 | $843,000 | +0.8% | 33,221 | +0.8% | 0.02% | 0.0% |
| Q1 2018 | $836,000 | -0.8% | 32,961 | -0.9% | 0.02% | +16.7% |
| Q4 2017 | $843,000 | -1.5% | 33,261 | -0.1% | 0.02% | -5.3% |
| Q3 2017 | $856,000 | +2.6% | 33,292 | +2.1% | 0.02% | 0.0% |
| Q2 2017 | $834,000 | +5.3% | 32,602 | +5.2% | 0.02% | 0.0% |
| Q1 2017 | $792,000 | +13.5% | 30,987 | +12.0% | 0.02% | +11.8% |
| Q4 2016 | $698,000 | -19.5% | 27,671 | -17.6% | 0.02% | -19.0% |
| Q3 2016 | $867,000 | +45.0% | 33,591 | +45.9% | 0.02% | +40.0% |
| Q2 2016 | $598,000 | +2.9% | 23,028 | +2.1% | 0.02% | +7.1% |
| Q1 2016 | $581,000 | – | 22,551 | – | 0.01% | – |
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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% |