ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 117 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $25,596,000 | +99.5% | 1,004,183 | +98.6% | 0.07% | +67.5% |
| Q1 2020 | $12,828,000 | -20.7% | 505,597 | -20.2% | 0.04% | -2.4% |
| Q4 2019 | $16,171,000 | -3.0% | 633,662 | -2.9% | 0.04% | -8.9% |
| Q3 2019 | $16,665,000 | -0.6% | 652,770 | -0.5% | 0.04% | -4.3% |
| Q2 2019 | $16,759,000 | -3.1% | 655,959 | -3.3% | 0.05% | -6.0% |
| Q1 2019 | $17,303,000 | -0.1% | 678,551 | -0.6% | 0.05% | -10.7% |
| Q4 2018 | $17,319,000 | +4.6% | 682,635 | +4.1% | 0.06% | +16.7% |
| Q3 2018 | $16,560,000 | +1.8% | 655,953 | +2.3% | 0.05% | -4.0% |
| Q2 2018 | $16,270,000 | +28.3% | 641,044 | +28.2% | 0.05% | +28.2% |
| Q1 2018 | $12,682,000 | +28.8% | 500,062 | +28.8% | 0.04% | +30.0% |
| Q4 2017 | $9,848,000 | +5.9% | 388,337 | +7.3% | 0.03% | 0.0% |
| Q3 2017 | $9,298,000 | +23.7% | 361,819 | +23.2% | 0.03% | +20.0% |
| Q2 2017 | $7,516,000 | +24.2% | 293,680 | +24.1% | 0.02% | +19.0% |
| Q1 2017 | $6,050,000 | +48.3% | 236,718 | +46.4% | 0.02% | +40.0% |
| Q4 2016 | $4,080,000 | +318.5% | 161,655 | +327.7% | 0.02% | +275.0% |
| Q3 2016 | $975,000 | +54.5% | 37,799 | +55.5% | 0.00% | +100.0% |
| Q2 2016 | $631,000 | – | 24,303 | – | 0.00% | – |
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% |