ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 70 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $699,000 | -5.4% | 27,105 | -5.4% | 0.04% | -5.1% |
| Q2 2019 | $739,000 | -5.7% | 28,661 | -6.2% | 0.04% | -2.5% |
| Q1 2019 | $784,000 | +0.8% | 30,556 | -0.0% | 0.04% | -11.1% |
| Q4 2018 | $778,000 | -14.5% | 30,566 | -15.0% | 0.04% | +15.4% |
| Q3 2018 | $910,000 | +4.8% | 35,958 | +5.3% | 0.04% | +77.3% |
| Q2 2018 | $868,000 | 0.0% | 34,147 | -0.1% | 0.02% | 0.0% |
| Q1 2018 | $868,000 | -0.7% | 34,172 | -0.6% | 0.02% | +15.8% |
| Q4 2017 | $874,000 | +3.2% | 34,368 | +5.0% | 0.02% | 0.0% |
| Q3 2017 | $847,000 | -37.1% | 32,727 | -37.3% | 0.02% | -38.7% |
| Q2 2017 | $1,346,000 | +5.2% | 52,170 | +4.5% | 0.03% | +3.3% |
| Q1 2017 | $1,280,000 | +50.1% | 49,933 | +47.9% | 0.03% | +50.0% |
| Q4 2016 | $853,000 | -28.8% | 33,750 | -26.8% | 0.02% | -33.3% |
| Q3 2016 | $1,198,000 | +48.5% | 46,095 | +49.3% | 0.03% | +50.0% |
| Q2 2016 | $807,000 | +3.3% | 30,865 | +2.2% | 0.02% | +5.3% |
| Q1 2016 | $781,000 | – | 30,190 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 78,739 | $2,019,000 | 1.82% |
| Gateway Advisory, LLC | 198,261 | $5,083,000 | 1.08% |
| SENTINEL PENSION ADVISORS INC | 90,640 | $2,324,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 366,972 | $9,437,000 | 0.77% |
| Stonebridge Capital Advisors LLC | 430,091 | $11,043,000 | 0.70% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,486,000 | 0.68% |
| Paulson Wealth Management Inc. | 52,074 | $1,335,000 | 0.65% |
| Paradiem, LLC | 66,538 | $1,704,000 | 0.53% |
| Praetorian Wealth Management, Inc. | 57,853 | $1,483,000 | 0.50% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 370,614 | $9,503,000 | 0.39% |