ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 115 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 | $5,655,000 | +7.5% | 221,861 | +7.0% | 0.55% | -9.7% |
| Q1 2020 | $5,260,000 | -1.9% | 207,341 | -1.3% | 0.61% | +21.3% |
| Q4 2019 | $5,362,000 | +13.1% | 210,111 | +13.2% | 0.50% | +3.3% |
| Q3 2019 | $4,739,000 | +12.7% | 185,611 | +12.8% | 0.49% | +9.7% |
| Q2 2019 | $4,206,000 | +5.7% | 164,611 | +5.5% | 0.44% | -0.2% |
| Q1 2019 | $3,978,000 | +3.2% | 155,997 | +2.6% | 0.44% | -8.3% |
| Q4 2018 | $3,856,000 | +8.3% | 151,997 | +7.8% | 0.48% | +26.4% |
| Q3 2018 | $3,560,000 | +19.4% | 140,997 | +20.0% | 0.38% | +13.0% |
| Q2 2018 | $2,982,000 | +5.0% | 117,497 | +4.9% | 0.34% | +2.4% |
| Q1 2018 | $2,840,000 | +9.8% | 111,997 | +9.8% | 0.33% | +8.5% |
| Q4 2017 | $2,587,000 | -0.3% | 101,997 | +1.0% | 0.30% | -5.0% |
| Q3 2017 | $2,596,000 | +111.4% | 100,997 | +110.4% | 0.32% | +105.8% |
| Q2 2017 | $1,228,000 | – | 48,000 | – | 0.16% | – |
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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% |