ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 93 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $499,000 | -20.5% | 19,603 | -20.6% | 0.14% | -27.3% |
| Q1 2020 | $628,000 | +11.7% | 24,703 | +12.2% | 0.19% | +17.6% |
| Q4 2019 | $562,000 | +39.5% | 22,024 | +39.2% | 0.16% | +18.7% |
| Q3 2019 | $403,000 | -58.6% | 15,827 | -58.5% | 0.13% | -57.3% |
| Q2 2019 | $974,000 | +1.9% | 38,143 | +1.8% | 0.31% | -5.7% |
| Q1 2019 | $956,000 | +6.7% | 37,477 | +6.4% | 0.33% | -9.5% |
| Q4 2018 | $896,000 | -4.7% | 35,228 | -5.3% | 0.37% | +4.2% |
| Q3 2018 | $940,000 | -69.0% | 37,187 | -68.8% | 0.35% | -65.9% |
| Q2 2018 | $3,033,000 | +0.1% | 119,366 | -0.0% | 1.04% | -31.1% |
| Q1 2018 | $3,031,000 | +35.0% | 119,383 | +35.0% | 1.50% | +66.3% |
| Q4 2017 | $2,245,000 | -8.6% | 88,456 | -7.5% | 0.90% | -23.6% |
| Q3 2017 | $2,456,000 | +10.6% | 95,619 | +10.2% | 1.18% | +6.0% |
| Q2 2017 | $2,221,000 | +8.6% | 86,747 | +8.4% | 1.12% | +1.1% |
| Q1 2017 | $2,046,000 | +44.1% | 80,025 | +42.3% | 1.10% | +34.1% |
| Q4 2016 | $1,420,000 | +21.9% | 56,246 | +24.4% | 0.82% | +12.0% |
| Q3 2016 | $1,165,000 | +123.6% | 45,198 | +125.4% | 0.74% | +103.3% |
| Q2 2016 | $521,000 | +124.6% | 20,053 | +123.0% | 0.36% | +111.7% |
| Q1 2016 | $232,000 | +5.0% | 8,994 | +4.1% | 0.17% | +17.9% |
| Q4 2015 | $221,000 | – | 8,639 | – | 0.14% | – |
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% |