ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $504,000 | -36.9% | 19,698 | -36.8% | 0.00% | -42.9% |
| Q2 2021 | $799,000 | -34.5% | 31,175 | -34.3% | 0.01% | -36.4% |
| Q1 2021 | $1,219,000 | +48.3% | 47,425 | +48.6% | 0.01% | +37.5% |
| Q4 2020 | $822,000 | -8.0% | 31,925 | -7.3% | 0.01% | -20.0% |
| Q3 2020 | $893,000 | +22.7% | 34,435 | +22.8% | 0.01% | +25.0% |
| Q2 2020 | $728,000 | +6.7% | 28,046 | +4.9% | 0.01% | -11.1% |
| Q1 2020 | $682,000 | +1.9% | 26,748 | +3.0% | 0.01% | +28.6% |
| Q4 2019 | $669,000 | +0.9% | 25,975 | +0.9% | 0.01% | 0.0% |
| Q3 2019 | $663,000 | -7.7% | 25,751 | -7.6% | 0.01% | -12.5% |
| Q2 2019 | $718,000 | +2.0% | 27,855 | +1.5% | 0.01% | 0.0% |
| Q1 2019 | $704,000 | -2.8% | 27,445 | -3.5% | 0.01% | -11.1% |
| Q4 2018 | $724,000 | +8.1% | 28,445 | +7.4% | 0.01% | +28.6% |
| Q3 2018 | $670,000 | +3.6% | 26,478 | +4.2% | 0.01% | 0.0% |
| Q2 2018 | $647,000 | -0.6% | 25,410 | -0.8% | 0.01% | 0.0% |
| Q1 2018 | $651,000 | +0.8% | 25,604 | +0.8% | 0.01% | 0.0% |
| Q4 2017 | $646,000 | +3.7% | 25,408 | +5.7% | 0.01% | 0.0% |
| Q3 2017 | $623,000 | +8.2% | 24,045 | +7.7% | 0.01% | 0.0% |
| Q2 2017 | $576,000 | +161.8% | 22,330 | +159.9% | 0.01% | +133.3% |
| Q1 2017 | $220,000 | – | 8,592 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |