ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 2 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $86,000 | +41.0% | 3,400 | +41.7% | 0.01% | +16.7% |
| Q1 2020 | $61,000 | 0.0% | 2,400 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $61,000 | 0.0% | 2,400 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $61,000 | 0.0% | 2,400 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $61,000 | -41.9% | 2,400 | -42.1% | 0.01% | +33.3% |
| Q4 2018 | $105,000 | -34.0% | 4,143 | -34.0% | 0.01% | 0.0% |
| Q3 2018 | $159,000 | +54.4% | 6,279 | +55.2% | 0.01% | +50.0% |
| Q2 2018 | $103,000 | -32.7% | 4,045 | -33.0% | 0.00% | -42.9% |
| Q1 2018 | $153,000 | 0.0% | 6,035 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $153,000 | -1.3% | 6,035 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $155,000 | -64.7% | 6,035 | -64.8% | 0.01% | -68.4% |
| Q2 2017 | $439,000 | +149.4% | 17,160 | +149.0% | 0.02% | +137.5% |
| Q1 2017 | $176,000 | +27.5% | 6,891 | +26.3% | 0.01% | +14.3% |
| Q4 2016 | $138,000 | +43.8% | 5,454 | +47.1% | 0.01% | +40.0% |
| Q3 2016 | $96,000 | +15.7% | 3,707 | +16.5% | 0.01% | 0.0% |
| Q2 2016 | $83,000 | +36.1% | 3,182 | +32.6% | 0.01% | -37.5% |
| Q1 2016 | $61,000 | – | 2,400 | – | 0.01% | – |
Download | ||||||
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% |