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 ↓ |
|---|---|---|---|
| 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% |