ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 75 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $253,000 | +5.4% | 9,061 | +5.6% | 0.01% | 0.0% |
| Q2 2021 | $240,000 | 0.0% | 8,577 | -0.3% | 0.01% | -9.1% |
| Q1 2021 | $240,000 | -62.8% | 8,599 | -62.4% | 0.01% | -66.7% |
| Q4 2020 | $645,000 | +5.2% | 22,887 | +4.9% | 0.03% | -8.3% |
| Q3 2020 | $613,000 | +79.8% | 21,824 | +78.4% | 0.04% | +63.6% |
| Q2 2020 | $341,000 | -54.4% | 12,235 | -55.7% | 0.02% | -63.3% |
| Q1 2020 | $747,000 | +10.7% | 27,625 | +11.3% | 0.06% | +42.9% |
| Q4 2019 | $675,000 | +1.0% | 24,829 | +0.6% | 0.04% | -6.7% |
| Q3 2019 | $668,000 | +32.5% | 24,683 | +31.8% | 0.04% | +28.6% |
| Q2 2019 | $504,000 | -99.9% | 18,723 | +0.0% | 0.04% | -2.8% |
| Q1 2019 | $495,921,000 | – | 18,714 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 41,282 | $1,116,000 | 0.54% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,017,000 | 0.43% |
| Peloton Wealth Strategists | 18,000 | $487,000 | 0.40% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 179,594 | $4,856,000 | 0.39% |
| Covington Investment Advisors Inc. | 35,302 | $955,000 | 0.36% |
| BCS Wealth Management | 14,037 | $380,000 | 0.27% |
| Estate Counselors, LLC | 58,550 | $1,583,000 | 0.26% |
| WRAPMANAGER INC | 14,269 | $386,000 | 0.17% |
| Capital Directions Investment Advisors, LLC | 12,573 | $340,000 | 0.14% |
| Altium Wealth Management LLC | 29,005 | $784,000 | 0.11% |