ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 135 filers reported holding ISHARES TR in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |