ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 2 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $822,000 | -79.1% | 32,251 | -20.0% | 0.28% | -89.0% |
| Q1 2020 | $3,925,000 | +281.4% | 40,321 | 0.0% | 2.55% | +566.8% |
| Q4 2019 | $1,029,000 | -3.9% | 40,321 | -3.9% | 0.38% | -11.1% |
| Q3 2019 | $1,071,000 | -0.1% | 41,966 | 0.0% | 0.43% | -2.7% |
| Q2 2019 | $1,072,000 | +0.2% | 41,966 | 0.0% | 0.44% | -0.4% |
| Q1 2019 | $1,070,000 | +2.8% | 41,966 | +2.3% | 0.44% | -7.3% |
| Q4 2018 | $1,041,000 | – | 41,023 | – | 0.48% | – |
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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% |