ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,120,000 | -3.1% | 43,772 | -2.9% | 0.05% | -3.7% |
| Q2 2021 | $1,156,000 | -26.0% | 45,078 | -25.8% | 0.05% | -33.3% |
| Q1 2021 | $1,562,000 | +15.0% | 60,753 | +15.3% | 0.08% | +15.7% |
| Q4 2020 | $1,358,000 | +6.0% | 52,681 | +6.5% | 0.07% | +2.9% |
| Q3 2020 | $1,281,000 | -0.2% | 49,449 | 0.0% | 0.07% | -5.6% |
| Q2 2020 | $1,283,000 | +1.7% | 49,449 | 0.0% | 0.07% | -18.2% |
| Q1 2020 | $1,261,000 | -20.5% | 49,449 | -19.7% | 0.09% | -5.4% |
| Q4 2019 | $1,586,000 | -2.7% | 61,564 | -2.6% | 0.09% | -7.0% |
| Q3 2019 | $1,630,000 | +2.9% | 63,239 | +2.8% | 0.10% | -2.0% |
| Q2 2019 | $1,584,000 | +5.7% | 61,506 | +5.3% | 0.10% | -1.9% |
| Q1 2019 | $1,499,000 | +65.6% | 58,430 | +64.4% | 0.10% | +52.9% |
| Q4 2018 | $905,000 | +0.7% | 35,548 | 0.0% | 0.07% | -5.6% |
| Q3 2018 | $899,000 | +6.0% | 35,548 | +6.7% | 0.07% | -5.3% |
| Q2 2018 | $848,000 | +49.6% | 33,328 | +49.2% | 0.08% | +55.1% |
| Q1 2018 | $567,000 | – | 22,335 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 207,363 | $5,345,000 | 1.16% |
| Stonebridge Capital Advisors LLC | 245,145 | $6,319,000 | 0.96% |
| Paulson Wealth Management Inc. | 57,762 | $1,489,000 | 0.87% |
| SENTINEL PENSION ADVISORS INC | 84,153 | $2,169,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 354,162 | $9,129,000 | 0.79% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,494,000 | 0.74% |
| Praetorian Wealth Management, Inc. | 67,850 | $1,748,000 | 0.67% |
| Wealthquest Corp | 118,599 | $3,056,000 | 0.65% |
| Paradiem, LLC | 54,749 | $1,411,000 | 0.60% |
| Ferris Capital, LLC | 67,666 | $1,744,000 | 0.49% |