ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 70 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,820,000 | -0.2% | 110,229 | 0.0% | 0.29% | +0.3% |
| Q2 2021 | $2,826,000 | -0.3% | 110,229 | 0.0% | 0.29% | -16.4% |
| Q1 2021 | $2,834,000 | +79.9% | 110,229 | +80.3% | 0.35% | +61.9% |
| Q4 2020 | $1,575,000 | -44.9% | 61,124 | -44.5% | 0.22% | -51.9% |
| Q3 2020 | $2,856,000 | +73.5% | 110,229 | +70.4% | 0.45% | +27.0% |
| Q4 2018 | $1,646,000 | -4.6% | 64,694 | -5.0% | 0.35% | -3.6% |
| Q2 2018 | $1,726,000 | +138.1% | 68,106 | +137.8% | 0.36% | +132.5% |
| Q1 2018 | $725,000 | +9.5% | 28,640 | +10.1% | 0.16% | +12.1% |
| Q4 2017 | $662,000 | – | 26,005 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 241,997 | $6,123,000 | 1.61% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,561,000 | 0.59% |
| Roof Eidam Maycock Peralta, LLC | 44,685 | $1,131,000 | 0.51% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 159,932 | $4,046,000 | 0.44% |
| Paulson Wealth Management Inc. | 16,237 | $409,000 | 0.37% |
| Asset Dedication, LLC | 33,876 | $857,000 | 0.32% |
| ETF Portfolio Partners, Inc. | 20,093 | $508,000 | 0.31% |
| MANAGED ACCOUNT SERVICES INC | 18,440 | $465,000 | 0.30% |
| Denver PWM, LLC | 13,481 | $340,000 | 0.26% |
| Carnegie Capital Asset Management, LLC | 111,883 | $2,829,000 | 0.23% |