ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 116 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,368,000 | -17.0% | 132,147 | -17.0% | 0.86% | -26.3% |
| Q4 2019 | $4,060,000 | -0.0% | 159,118 | 0.0% | 1.16% | -14.4% |
| Q3 2019 | $4,062,000 | -0.1% | 159,118 | 0.0% | 1.36% | -11.6% |
| Q2 2019 | $4,065,000 | +0.2% | 159,118 | 0.0% | 1.54% | +0.2% |
| Q1 2019 | $4,057,000 | +3.9% | 159,118 | +3.4% | 1.53% | -4.2% |
| Q4 2018 | $3,905,000 | – | 153,960 | – | 1.60% | – |
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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% |