ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 119 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,470,000 | -1.1% | 57,465 | -0.9% | 0.66% | -2.5% |
| Q2 2021 | $1,486,000 | -0.3% | 57,973 | 0.0% | 0.68% | -5.5% |
| Q1 2021 | $1,491,000 | -0.2% | 57,973 | 0.0% | 0.72% | -3.2% |
| Q4 2020 | $1,494,000 | +6.2% | 57,973 | +6.8% | 0.74% | -9.9% |
| Q3 2020 | $1,407,000 | +13.5% | 54,290 | +13.6% | 0.82% | +4.3% |
| Q2 2020 | $1,240,000 | +9.2% | 47,800 | +7.3% | 0.79% | -8.1% |
| Q1 2020 | $1,136,000 | -0.5% | 44,535 | +0.4% | 0.86% | +23.9% |
| Q4 2019 | $1,142,000 | +76.2% | 44,340 | +76.5% | 0.69% | +57.2% |
| Q3 2019 | $648,000 | +53.2% | 25,125 | +53.2% | 0.44% | +49.8% |
| Q2 2019 | $423,000 | – | 16,400 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 200,236 | $5,194,000 | 1.52% |
| Praetorian Wealth Management, Inc. | 84,114 | $2,182,000 | 1.07% |
| Paulson Wealth Management Inc. | 55,827 | $1,448,000 | 1.01% |
| Stonebridge Capital Advisors LLC | 191,689 | $4,972,000 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 82,210 | $2,133,000 | 0.89% |
| Wealthquest Corp | 129,888 | $3,369,000 | 0.86% |
| SONATA CAPITAL GROUP INC | 47,800 | $1,240,000 | 0.79% |
| Fieldpoint Private Securities, LLC | 85,360 | $2,214,000 | 0.75% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 289,894 | $7,520,000 | 0.73% |
| Ferris Capital, LLC | 67,719 | $1,757,000 | 0.62% |