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 | $888,000 | +13.7% | 34,809 | +13.0% | 0.01% | 0.0% |
| Q1 2020 | $781,000 | +1.3% | 30,800 | +1.9% | 0.01% | +25.0% |
| Q4 2019 | $771,000 | +6.8% | 30,213 | +6.9% | 0.01% | 0.0% |
| Q3 2019 | $722,000 | +0.3% | 28,270 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $720,000 | -3.7% | 28,192 | -3.9% | 0.01% | -11.1% |
| Q1 2019 | $748,000 | -7.0% | 29,332 | -7.5% | 0.01% | -10.0% |
| Q4 2018 | $804,000 | +37.0% | 31,716 | +36.3% | 0.01% | +66.7% |
| Q3 2018 | $587,000 | +0.7% | 23,270 | +1.2% | 0.01% | -14.3% |
| Q2 2018 | $583,000 | +1.6% | 22,998 | +1.7% | 0.01% | +16.7% |
| Q1 2018 | $574,000 | 0.0% | 22,623 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $574,000 | +5.1% | 22,623 | +6.5% | 0.01% | 0.0% |
| Q3 2017 | $546,000 | +9.2% | 21,251 | +8.8% | 0.01% | 0.0% |
| Q2 2017 | $500,000 | +15.7% | 19,533 | +15.7% | 0.01% | +20.0% |
| Q1 2017 | $432,000 | – | 16,888 | – | 0.01% | – |
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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% |