ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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% |