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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $380,000 | +13.1% | 14,728 | +13.2% | 0.00% | 0.0% |
| Q3 2019 | $336,000 | -2.6% | 13,013 | -2.9% | 0.00% | 0.0% |
| Q2 2019 | $345,000 | +8.5% | 13,403 | +8.2% | 0.00% | 0.0% |
| Q1 2019 | $318,000 | -7.6% | 12,390 | -8.5% | 0.00% | -33.3% |
| Q4 2018 | $344,000 | +135.6% | 13,540 | +134.3% | 0.00% | +200.0% |
| Q3 2018 | $146,000 | -81.8% | 5,779 | -81.7% | 0.00% | -85.7% |
| Q2 2018 | $804,000 | 0.0% | 31,647 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $804,000 | -3.0% | 31,647 | -2.9% | 0.01% | -12.5% |
| Q4 2017 | $829,000 | +11.0% | 32,588 | +13.0% | 0.01% | 0.0% |
| Q3 2017 | $747,000 | +18.8% | 28,832 | +18.3% | 0.01% | +14.3% |
| Q2 2017 | $629,000 | +300.6% | 24,379 | +297.1% | 0.01% | +250.0% |
| Q1 2017 | $157,000 | +130.9% | 6,140 | +131.1% | 0.00% | +100.0% |
| Q4 2016 | $68,000 | +3.0% | 2,657 | +4.5% | 0.00% | 0.0% |
| Q3 2016 | $66,000 | +560.0% | 2,542 | +535.5% | 0.00% | – |
| Q2 2016 | $10,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |