ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 44 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,368 | -18.1% | 7,950 | -17.3% | 0.01% | -14.3% |
| Q1 2023 | $255,664 | +1.1% | 9,608 | +0.1% | 0.01% | -12.5% |
| Q4 2022 | $252,985 | -1.9% | 9,594 | -3.6% | 0.01% | -11.1% |
| Q3 2022 | $258,000 | -2.3% | 9,954 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $264,000 | +6.0% | 9,915 | +6.1% | 0.01% | +28.6% |
| Q1 2022 | $249,000 | -4.2% | 9,341 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $260,000 | +2788.9% | 9,334 | +2911.0% | 0.01% | – |
| Q2 2021 | $9,000 | +50.0% | 310 | +40.9% | 0.00% | – |
| Q4 2020 | $6,000 | -88.5% | 220 | -88.2% | 0.00% | -100.0% |
| Q3 2020 | $52,000 | +4.0% | 1,859 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $50,000 | -2.0% | 1,859 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $51,000 | – | 1,859 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 41,282 | $1,116,000 | 0.54% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,017,000 | 0.43% |
| Peloton Wealth Strategists | 18,000 | $487,000 | 0.40% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 179,594 | $4,856,000 | 0.39% |
| Covington Investment Advisors Inc. | 35,302 | $955,000 | 0.36% |
| BCS Wealth Management | 14,037 | $380,000 | 0.27% |
| Estate Counselors, LLC | 58,550 | $1,583,000 | 0.26% |
| WRAPMANAGER INC | 14,269 | $386,000 | 0.17% |
| Capital Directions Investment Advisors, LLC | 12,573 | $340,000 | 0.14% |
| Altium Wealth Management LLC | 29,005 | $784,000 | 0.11% |