ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 2 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $10,000 | -95.5% | 398 | -95.4% | 0.00% | -95.2% |
| Q1 2020 | $221,000 | -0.5% | 8,708 | 0.0% | 0.04% | +23.5% |
| Q4 2019 | $222,000 | 0.0% | 8,708 | 0.0% | 0.03% | +6.2% |
| Q3 2019 | $222,000 | -26.0% | 8,708 | -25.8% | 0.03% | -28.9% |
| Q2 2019 | $300,000 | +3.1% | 11,733 | +2.9% | 0.04% | +2.3% |
| Q1 2019 | $291,000 | +9.8% | 11,403 | +9.0% | 0.04% | 0.0% |
| Q4 2018 | $265,000 | +6.9% | 10,463 | +6.4% | 0.04% | +22.2% |
| Q3 2018 | $248,000 | -0.8% | 9,833 | 0.0% | 0.04% | -7.7% |
| Q2 2018 | $250,000 | +3.3% | 9,833 | +3.1% | 0.04% | -4.9% |
| Q1 2018 | $242,000 | 0.0% | 9,533 | 0.0% | 0.04% | +7.9% |
| Q4 2017 | $242,000 | – | 9,533 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,118 | $4,065,000 | 1.54% |
| Gateway Advisory, LLC | 225,703 | $5,767,000 | 1.48% |
| Fusion Family Wealth LLC | 196,987 | $5,033,000 | 1.25% |
| Paulson Wealth Management Inc. | 64,166 | $1,641,000 | 1.22% |
| Beacon Harbor Wealth Advisors, Inc. | 37,529 | $959,000 | 0.88% |
| Guidant Wealth Advisors | 72,608 | $1,855,000 | 0.72% |
| Ferris Capital, LLC | 62,177 | $1,589,000 | 0.59% |
| Greenwich Investment Management, Inc. | 23,260 | $594,000 | 0.58% |
| Fieldpoint Private Securities, LLC | 65,000 | $1,661,000 | 0.52% |
| Guidance Point Advisors, LLC | 35,367 | $903,000 | 0.51% |