ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $644,818,000 | -4.7% | 25,296 | -5.1% | 0.09% | -20.0% |
| Q1 2020 | $676,630,000 | +6.9% | 26,669 | +7.7% | 0.11% | +41.0% |
| Q2 2019 | $632,903,000 | +23.4% | 24,771 | +23.1% | 0.08% | +11.4% |
| Q1 2019 | $512,992,000 | +15.5% | 20,117 | +14.3% | 0.07% | +14.8% |
| Q3 2018 | $444,228,000 | +122.6% | 17,596 | +123.8% | 0.06% | +110.3% |
| Q2 2018 | $199,588,000 | +224156.2% | 7,864 | +123.2% | 0.03% | +107.1% |
| Q1 2018 | $89,000 | -66.5% | 3,524 | -66.1% | 0.01% | -68.2% |
| Q1 2017 | $266,000 | +22.0% | 10,392 | +20.4% | 0.04% | +10.0% |
| Q4 2016 | $218,000 | -2.2% | 8,630 | 0.0% | 0.04% | -7.0% |
| Q3 2016 | $223,000 | -0.4% | 8,630 | 0.0% | 0.04% | +2.4% |
| Q2 2016 | $224,000 | -12.8% | 8,630 | -13.7% | 0.04% | -16.0% |
| Q1 2016 | $257,000 | +0.8% | 9,998 | 0.0% | 0.05% | -7.4% |
| Q4 2015 | $255,000 | – | 9,998 | – | 0.05% | – |
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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% |