ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 118 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $785,000 | -3.3% | 30,676 | -3.1% | 0.03% | -3.1% |
| Q2 2021 | $812,000 | -28.3% | 31,651 | -28.2% | 0.03% | -34.7% |
| Q1 2021 | $1,133,000 | +4.8% | 44,077 | +5.1% | 0.05% | -3.9% |
| Q4 2020 | $1,081,000 | +9.2% | 41,945 | +9.7% | 0.05% | -5.6% |
| Q3 2020 | $990,000 | +65.3% | 38,225 | +65.4% | 0.05% | +50.0% |
| Q2 2020 | $599,000 | -1.8% | 23,110 | -3.4% | 0.04% | -20.0% |
| Q1 2020 | $610,000 | +19.1% | 23,919 | +20.4% | 0.04% | +50.0% |
| Q4 2019 | $512,000 | +47.6% | 19,861 | +47.5% | 0.03% | +36.4% |
| Q3 2019 | $347,000 | +36.1% | 13,468 | +36.1% | 0.02% | +37.5% |
| Q2 2019 | $255,000 | +0.4% | 9,893 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $254,000 | – | 9,893 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 200,236 | $5,194,000 | 1.52% |
| Praetorian Wealth Management, Inc. | 84,114 | $2,182,000 | 1.07% |
| Paulson Wealth Management Inc. | 55,827 | $1,448,000 | 1.01% |
| Stonebridge Capital Advisors LLC | 191,689 | $4,972,000 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 82,210 | $2,133,000 | 0.89% |
| Wealthquest Corp | 129,888 | $3,369,000 | 0.86% |
| SONATA CAPITAL GROUP INC | 47,800 | $1,240,000 | 0.79% |
| Fieldpoint Private Securities, LLC | 85,360 | $2,214,000 | 0.75% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 289,894 | $7,520,000 | 0.73% |
| Ferris Capital, LLC | 67,719 | $1,757,000 | 0.62% |