ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 125 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,189,000 | +18.0% | 85,744 | +18.1% | 0.81% | +13.5% |
| Q2 2019 | $1,855,000 | -3.2% | 72,608 | -3.4% | 0.72% | -4.1% |
| Q1 2019 | $1,916,000 | -5.1% | 75,145 | -5.6% | 0.75% | -20.7% |
| Q4 2018 | $2,019,000 | +45.1% | 79,592 | +46.5% | 0.94% | +31.2% |
| Q2 2017 | $1,391,000 | +3.5% | 54,330 | +3.3% | 0.72% | +1.8% |
| Q1 2017 | $1,344,000 | +187.8% | 52,585 | +185.7% | 0.70% | +166.0% |
| Q4 2016 | $467,000 | -6.6% | 18,403 | -5.0% | 0.26% | -14.0% |
| Q3 2016 | $500,000 | – | 19,376 | – | 0.31% | – |
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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% |