ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 123 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $894,000 | -2.0% | 35,090 | -2.4% | 0.28% | -20.7% |
| Q1 2020 | $912,000 | -3.3% | 35,950 | -2.8% | 0.35% | +19.2% |
| Q4 2019 | $943,000 | +26.1% | 36,995 | +26.3% | 0.29% | +15.0% |
| Q3 2019 | $748,000 | 0.0% | 29,280 | 0.0% | 0.25% | +3.7% |
| Q2 2019 | $748,000 | +4.0% | 29,280 | +3.9% | 0.24% | +0.4% |
| Q1 2019 | $719,000 | +18.1% | 28,190 | +17.5% | 0.24% | +5.2% |
| Q4 2018 | $609,000 | – | 23,995 | – | 0.23% | – |
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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% |