ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 131 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,566,000 | -1.2% | 60,460 | -1.1% | 0.13% | +3.1% |
| Q2 2022 | $1,585,000 | 0.0% | 61,160 | 0.0% | 0.13% | +13.2% |
| Q1 2022 | $1,585,000 | -1.1% | 61,160 | -0.5% | 0.11% | +1.8% |
| Q4 2021 | $1,602,000 | -0.4% | 61,460 | 0.0% | 0.11% | -5.9% |
| Q3 2021 | $1,609,000 | -0.3% | 61,460 | 0.0% | 0.12% | -1.7% |
| Q2 2021 | $1,614,000 | -0.3% | 61,460 | 0.0% | 0.12% | -7.6% |
| Q1 2021 | $1,619,000 | -0.1% | 61,460 | 0.0% | 0.13% | -5.8% |
| Q4 2020 | $1,620,000 | +75.1% | 61,460 | +76.1% | 0.14% | -22.8% |
| Q3 2020 | $925,000 | +65.2% | 34,910 | +64.7% | 0.18% | +205.1% |
| Q2 2020 | $560,000 | +1.6% | 21,190 | 0.0% | 0.06% | -15.7% |
| Q1 2020 | $551,000 | +38.8% | 21,190 | +39.5% | 0.07% | +66.7% |
| Q4 2019 | $397,000 | +74.9% | 15,190 | +74.8% | 0.04% | +61.5% |
| Q3 2019 | $227,000 | – | 8,690 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |