ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 119 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gateway Advisory, LLC | 228,038 | $5,797,000 | 1.60% |
Asset Dedication, LLC | 86,687 | $2,205,000 | 0.89% |
Vigilant Capital Management, LLC | 252,479 | $6,418,000 | 0.84% |
Roof Eidam Maycock Peralta, LLC | 43,485 | $1,105,000 | 0.54% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 114,997 | $2,923,000 | 0.34% |
MANAGED ACCOUNT SERVICES INC | 20,404 | $519,000 | 0.34% |
Fusion Family Wealth LLC | 53,229 | $1,353,000 | 0.34% |
Denver PWM, LLC | 15,289 | $389,000 | 0.29% |
Altium Wealth Management LLC | 23,409 | $595,000 | 0.27% |
LINCOLN NATIONAL CORP | 315,435 | $8,018,000 | 0.24% |