ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 116 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 | $229,000 | -12.9% | 8,990 | -13.3% | 0.02% | -33.3% |
| Q1 2020 | $263,000 | -18.6% | 10,373 | -18.0% | 0.02% | -11.1% |
| Q4 2019 | $323,000 | -3.0% | 12,650 | -3.1% | 0.03% | -27.0% |
| Q3 2019 | $333,000 | +32.7% | 13,054 | +13.2% | 0.04% | +12.1% |
| Q2 2019 | $251,000 | -5.3% | 11,531 | +10.9% | 0.03% | -26.7% |
| Q1 2019 | $265,000 | – | 10,400 | – | 0.04% | – |
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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% |