ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 118 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $491,000 | -0.4% | 18,939 | -0.3% | 0.16% | -9.8% |
| Q2 2020 | $493,000 | +31.5% | 18,996 | +29.2% | 0.18% | +9.6% |
| Q1 2020 | $375,000 | -27.5% | 14,707 | -26.7% | 0.17% | +3.1% |
| Q4 2019 | $517,000 | -6.2% | 20,054 | -6.1% | 0.16% | -11.0% |
| Q3 2019 | $551,000 | -2.5% | 21,366 | -2.6% | 0.18% | 0.0% |
| Q2 2019 | $565,000 | -0.7% | 21,929 | -1.0% | 0.18% | -3.2% |
| Q1 2019 | $569,000 | -3.6% | 22,156 | -4.5% | 0.19% | -10.0% |
| Q4 2018 | $590,000 | +6.5% | 23,203 | +6.1% | 0.21% | +18.1% |
| Q3 2018 | $554,000 | -0.5% | 21,879 | -0.1% | 0.18% | -5.3% |
| Q2 2018 | $557,000 | – | 21,897 | – | 0.19% | – |
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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% |