ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 61 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,222,000 | +170.3% | 86,461 | +169.1% | 0.01% | +160.0% |
| Q2 2017 | $822,000 | +15.0% | 32,125 | +14.8% | 0.01% | 0.0% |
| Q1 2017 | $715,000 | +200.4% | 27,980 | +197.0% | 0.01% | +150.0% |
| Q4 2016 | $238,000 | -9.8% | 9,420 | -7.8% | 0.00% | 0.0% |
| Q3 2016 | $264,000 | -0.4% | 10,222 | +0.1% | 0.00% | 0.0% |
| Q2 2016 | $265,000 | +0.4% | 10,216 | -0.4% | 0.00% | 0.0% |
| Q1 2016 | $264,000 | +0.8% | 10,255 | +0.0% | 0.00% | 0.0% |
| Q4 2015 | $262,000 | +29.7% | 10,254 | +29.8% | 0.00% | 0.0% |
| Q3 2015 | $202,000 | – | 7,899 | – | 0.00% | – |
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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% |