ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |