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 | $1,036,000 | -0.3% | 40,510 | 0.0% | 0.38% | -1.8% |
| Q2 2021 | $1,039,000 | -0.3% | 40,510 | 0.0% | 0.39% | -3.5% |
| Q1 2021 | $1,042,000 | -0.2% | 40,510 | 0.0% | 0.40% | -1.0% |
| Q4 2020 | $1,044,000 | -0.6% | 40,510 | 0.0% | 0.41% | -0.7% |
| Q3 2020 | $1,050,000 | -0.1% | 40,510 | 0.0% | 0.41% | +0.7% |
| Q2 2020 | $1,051,000 | +7.2% | 40,510 | +5.4% | 0.41% | -1.5% |
| Q1 2020 | $980,000 | -6.3% | 38,425 | -5.4% | 0.41% | +2.2% |
| Q4 2019 | $1,046,000 | -0.1% | 40,600 | 0.0% | 0.40% | -5.4% |
| Q3 2019 | $1,047,000 | 0.0% | 40,600 | 0.0% | 0.43% | -0.9% |
| Q2 2019 | $1,047,000 | -11.0% | 40,600 | -11.5% | 0.43% | -7.3% |
| Q1 2019 | $1,177,000 | +3.5% | 45,860 | +2.6% | 0.46% | -15.5% |
| Q4 2018 | $1,137,000 | +0.5% | 44,685 | 0.0% | 0.55% | +7.4% |
| Q3 2018 | $1,131,000 | -0.4% | 44,685 | 0.0% | 0.51% | -3.8% |
| Q2 2018 | $1,136,000 | +2.8% | 44,685 | +2.8% | 0.53% | -0.4% |
| Q1 2018 | $1,105,000 | 0.0% | 43,485 | 0.0% | 0.53% | -0.9% |
| Q4 2017 | $1,105,000 | +4.9% | 43,485 | +7.0% | 0.54% | -0.4% |
| Q3 2017 | $1,053,000 | +0.4% | 40,655 | 0.0% | 0.54% | 0.0% |
| Q2 2017 | $1,049,000 | +0.7% | 40,655 | 0.0% | 0.54% | +0.7% |
| Q1 2017 | $1,042,000 | +36.0% | 40,655 | +34.1% | 0.54% | +34.0% |
| Q4 2016 | $766,000 | -2.7% | 30,310 | 0.0% | 0.40% | +8.7% |
| Q3 2016 | $787,000 | +85.2% | 30,310 | +86.4% | 0.37% | +65.0% |
| Q2 2016 | $425,000 | – | 16,260 | – | 0.22% | – |
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% |