ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 108 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $620,000 | +6.5% | 24,254 | +6.9% | 0.00% | 0.0% |
| Q2 2021 | $582,000 | +1.6% | 22,689 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $573,000 | -0.3% | 22,299 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $575,000 | +2.5% | 22,299 | +2.9% | 0.00% | 0.0% |
| Q3 2020 | $561,000 | -0.2% | 21,671 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $562,000 | +24.6% | 21,671 | +22.6% | 0.00% | 0.0% |
| Q1 2020 | $451,000 | +8.2% | 17,671 | +9.2% | 0.00% | +33.3% |
| Q4 2019 | $417,000 | 0.0% | 16,175 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $417,000 | +9.2% | 16,175 | +9.2% | 0.00% | 0.0% |
| Q2 2019 | $382,000 | +61.9% | 14,810 | +60.9% | 0.00% | +50.0% |
| Q1 2019 | $236,000 | +0.9% | 9,203 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $234,000 | +14.1% | 9,203 | +13.5% | 0.00% | 0.0% |
| Q3 2018 | $205,000 | +1.5% | 8,111 | +2.1% | 0.00% | 0.0% |
| Q2 2018 | $202,000 | – | 7,941 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
| Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
| Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
| Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
| Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
| Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
| Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |