ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 107 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,440,000 | +491.9% | 213,777 | +491.8% | 0.48% | +452.9% |
| Q2 2018 | $919,000 | +43.4% | 36,124 | +43.0% | 0.09% | +33.8% |
| Q1 2018 | $641,000 | +11.1% | 25,253 | +11.3% | 0.06% | +10.2% |
| Q4 2017 | $577,000 | +95.6% | 22,694 | +99.1% | 0.06% | +78.8% |
| Q3 2017 | $295,000 | +16.1% | 11,397 | +15.7% | 0.03% | +10.0% |
| Q2 2017 | $254,000 | +74.0% | 9,854 | +72.7% | 0.03% | +66.7% |
| Q1 2017 | $146,000 | – | 5,707 | – | 0.02% | – |
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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% |