ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 56 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,048,000 | -13.8% | 41,127 | -14.2% | 0.24% | -28.3% |
| Q1 2020 | $1,216,000 | -36.1% | 47,939 | -35.7% | 0.34% | -29.4% |
| Q4 2019 | $1,903,000 | +8.8% | 74,555 | +8.8% | 0.48% | -0.8% |
| Q3 2019 | $1,749,000 | -0.1% | 68,510 | +0.0% | 0.48% | -0.2% |
| Q2 2019 | $1,750,000 | -2.6% | 68,485 | -2.8% | 0.48% | -6.6% |
| Q1 2019 | $1,797,000 | +11.3% | 70,490 | +10.8% | 0.52% | -1.7% |
| Q4 2018 | $1,614,000 | +827.6% | 63,610 | +828.6% | 0.52% | +693.9% |
| Q2 2018 | $174,000 | 0.0% | 6,850 | 0.0% | 0.07% | +1.5% |
| Q1 2018 | $174,000 | 0.0% | 6,850 | 0.0% | 0.06% | +6.6% |
| Q4 2017 | $174,000 | -1.1% | 6,850 | 0.0% | 0.06% | +1.7% |
| Q3 2017 | $176,000 | +0.6% | 6,850 | 0.0% | 0.06% | -4.8% |
| Q2 2017 | $175,000 | 0.0% | 6,850 | 0.0% | 0.06% | -6.0% |
| Q1 2017 | $175,000 | +1.2% | 6,850 | 0.0% | 0.07% | -15.2% |
| Q4 2016 | $173,000 | – | 6,850 | – | 0.08% | – |
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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% |