ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 83 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $223,000 | -12.5% | 8,732 | -13.0% | 0.00% | 0.0% |
| Q1 2020 | $255,000 | -7.6% | 10,032 | -7.3% | 0.00% | 0.0% |
| Q4 2019 | $276,000 | -1.8% | 10,820 | -1.8% | 0.00% | 0.0% |
| Q3 2019 | $281,000 | -0.4% | 11,020 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $282,000 | +0.4% | 11,020 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $281,000 | -7.9% | 11,020 | -8.3% | 0.00% | -33.3% |
| Q4 2018 | $305,000 | +5.9% | 12,020 | +5.3% | 0.00% | +50.0% |
| Q3 2018 | $288,000 | -14.0% | 11,419 | -13.6% | 0.00% | -33.3% |
| Q2 2018 | $335,000 | -4.6% | 13,219 | -4.6% | 0.00% | 0.0% |
| Q1 2018 | $351,000 | -11.6% | 13,854 | -11.4% | 0.00% | 0.0% |
| Q4 2017 | $397,000 | +23.7% | 15,639 | +25.2% | 0.00% | 0.0% |
| Q3 2017 | $321,000 | +26.9% | 12,489 | +26.5% | 0.00% | +50.0% |
| Q2 2017 | $253,000 | +1.6% | 9,875 | +1.5% | 0.00% | 0.0% |
| Q1 2017 | $249,000 | – | 9,725 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 253,489 | $6,431,000 | 2.69% |
| Wealthquest Corp | 153,960 | $3,905,000 | 1.60% |
| Fusion Family Wealth LLC | 197,402 | $5,008,000 | 1.47% |
| Paulson Wealth Management Inc. | 50,781 | $1,290,000 | 1.06% |
| Guidant Wealth Advisors | 79,592 | $2,019,000 | 0.94% |
| Fieldpoint Private Securities, LLC | 65,000 | $1,649,000 | 0.73% |
| Guidance Point Advisors, LLC | 35,299 | $895,000 | 0.58% |
| Roof Eidam Maycock Peralta, LLC | 43,645 | $1,107,000 | 0.54% |
| VALLEY NATIONAL ADVISERS INC | 63,610 | $1,614,000 | 0.52% |
| Legacy Private Trust Co. | 157,675 | $4,000,000 | 0.52% |