ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 83 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,111,000 | -8.6% | 43,597 | -9.1% | 0.00% | -50.0% |
| Q1 2020 | $1,216,000 | -1.6% | 47,945 | -1.0% | 0.00% | 0.0% |
| Q4 2019 | $1,236,000 | +34.2% | 48,437 | +34.2% | 0.00% | +100.0% |
| Q3 2019 | $921,000 | -9.0% | 36,091 | -8.9% | 0.00% | 0.0% |
| Q2 2019 | $1,012,000 | +6.2% | 39,615 | +6.0% | 0.00% | 0.0% |
| Q1 2019 | $953,000 | -67.1% | 37,375 | -67.3% | 0.00% | -80.0% |
| Q4 2018 | $2,898,000 | +6.5% | 114,238 | +6.0% | 0.01% | +25.0% |
| Q3 2018 | $2,721,000 | +169.4% | 107,774 | +170.8% | 0.00% | +100.0% |
| Q2 2018 | $1,010,000 | +71.5% | 39,798 | +71.2% | 0.00% | +100.0% |
| Q1 2018 | $589,000 | +130.1% | 23,240 | +130.5% | 0.00% | – |
| Q4 2017 | $256,000 | – | 10,081 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 253,489 | $6,431,000 | 2.69% |
| Wealthquest Corp | 153,960 | $3,905,000 | 1.60% |
| Fusion Family Wealth LLC | 197,402 | $5,008,000 | 1.47% |
| Paulson Wealth Management Inc. | 50,781 | $1,290,000 | 1.06% |
| Guidant Wealth Advisors | 79,592 | $2,019,000 | 0.94% |
| Fieldpoint Private Securities, LLC | 65,000 | $1,649,000 | 0.73% |
| Guidance Point Advisors, LLC | 35,299 | $895,000 | 0.58% |
| Roof Eidam Maycock Peralta, LLC | 43,645 | $1,107,000 | 0.54% |
| VALLEY NATIONAL ADVISERS INC | 63,610 | $1,614,000 | 0.52% |
| Legacy Private Trust Co. | 157,675 | $4,000,000 | 0.52% |