ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 1 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $110,000 | 0.0% | 4,301 | 0.0% | 0.06% | -52.9% |
| Q3 2020 | $110,000 | 0.0% | 4,301 | 0.0% | 0.12% | -18.8% |
| Q2 2020 | $110,000 | +0.9% | 4,301 | 0.0% | 0.15% | -27.7% |
| Q1 2020 | $109,000 | -0.9% | 4,301 | 0.0% | 0.21% | +13.2% |
| Q4 2019 | $110,000 | 0.0% | 4,301 | 0.0% | 0.18% | +97.8% |
| Q3 2019 | $110,000 | 0.0% | 4,301 | +0.3% | 0.09% | -52.3% |
| Q2 2019 | $110,000 | +0.9% | 4,288 | -9.4% | 0.19% | -37.1% |
| Q1 2019 | $109,000 | +32.9% | 4,734 | +46.1% | 0.31% | +104.7% |
| Q4 2018 | $82,000 | 0.0% | 3,241 | 0.0% | 0.15% | +11.9% |
| Q3 2018 | $82,000 | 0.0% | 3,241 | 0.0% | 0.13% | -8.2% |
| Q2 2018 | $82,000 | 0.0% | 3,241 | +107933.3% | 0.15% | -31.5% |
| Q1 2018 | $82,000 | -49.7% | 3 | -100.0% | 0.21% | +7.0% |
| Q4 2017 | $163,000 | -0.6% | 6,416 | +0.4% | 0.20% | -31.8% |
| Q3 2017 | $164,000 | +0.6% | 6,393 | +0.6% | 0.29% | -2.3% |
| Q2 2017 | $163,000 | 0.0% | 6,358 | 0.0% | 0.30% | 0.0% |
| Q1 2017 | $163,000 | +103.8% | 6,358 | +99.4% | 0.30% | +157.8% |
| Q4 2016 | $80,000 | – | 3,189 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,118 | $4,065,000 | 1.54% |
| Gateway Advisory, LLC | 225,703 | $5,767,000 | 1.48% |
| Fusion Family Wealth LLC | 196,987 | $5,033,000 | 1.25% |
| Paulson Wealth Management Inc. | 64,166 | $1,641,000 | 1.22% |
| Beacon Harbor Wealth Advisors, Inc. | 37,529 | $959,000 | 0.88% |
| Guidant Wealth Advisors | 72,608 | $1,855,000 | 0.72% |
| Ferris Capital, LLC | 62,177 | $1,589,000 | 0.59% |
| Greenwich Investment Management, Inc. | 23,260 | $594,000 | 0.58% |
| Fieldpoint Private Securities, LLC | 65,000 | $1,661,000 | 0.52% |
| Guidance Point Advisors, LLC | 35,367 | $903,000 | 0.51% |