ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 70 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,065,000 | -5.0% | 119,807 | -4.8% | 0.00% | 0.0% |
| Q2 2021 | $3,227,000 | +15.1% | 125,865 | +15.5% | 0.00% | 0.0% |
| Q1 2021 | $2,803,000 | +8.3% | 108,991 | +8.5% | 0.00% | 0.0% |
| Q4 2020 | $2,588,000 | +1.5% | 100,418 | +2.0% | 0.00% | 0.0% |
| Q3 2020 | $2,551,000 | +15.3% | 98,474 | +15.4% | 0.00% | 0.0% |
| Q2 2020 | $2,213,000 | +6.7% | 85,326 | +4.9% | 0.00% | 0.0% |
| Q1 2020 | $2,075,000 | -9.6% | 81,350 | -8.7% | 0.00% | 0.0% |
| Q4 2019 | $2,295,000 | +2.2% | 89,091 | +2.3% | 0.00% | 0.0% |
| Q3 2019 | $2,245,000 | +5.3% | 87,079 | +5.3% | 0.00% | 0.0% |
| Q2 2019 | $2,132,000 | +12.9% | 82,701 | +12.3% | 0.00% | 0.0% |
| Q1 2019 | $1,889,000 | +12.6% | 73,612 | +11.6% | 0.00% | 0.0% |
| Q4 2018 | $1,678,000 | +869.9% | 65,957 | +861.6% | 0.00% | – |
| Q3 2018 | $173,000 | -18.8% | 6,859 | -18.2% | 0.00% | – |
| Q2 2018 | $213,000 | -47.0% | 8,380 | -47.0% | 0.00% | – |
| Q1 2018 | $402,000 | +76.3% | 15,814 | +76.6% | 0.00% | – |
| Q4 2017 | $228,000 | +49.0% | 8,957 | +51.0% | 0.00% | – |
| Q3 2017 | $153,000 | -5.0% | 5,932 | -5.7% | 0.00% | – |
| Q1 2017 | $161,000 | +1688.9% | 6,290 | +1766.5% | 0.00% | – |
| Q3 2016 | $9,000 | -99.5% | 337 | -99.5% | 0.00% | -100.0% |
| Q1 2016 | $1,866,000 | +424.2% | 72,137 | +418.3% | 0.00% | – |
| Q4 2015 | $356,000 | -83.6% | 13,919 | -83.8% | 0.00% | -100.0% |
| Q3 2015 | $2,177,000 | – | 85,741 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
| Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
| Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
| Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
| Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
| Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
| Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |