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 | $3,363,000 | +1.8% | 131,488 | +2.1% | 0.27% | -2.2% |
| Q2 2021 | $3,302,000 | +4.9% | 128,788 | +5.2% | 0.28% | -2.1% |
| Q1 2021 | $3,147,000 | -0.3% | 122,400 | 0.0% | 0.28% | -4.7% |
| Q4 2020 | $3,155,000 | -0.5% | 122,400 | 0.0% | 0.30% | -9.1% |
| Q3 2020 | $3,171,000 | +2.1% | 122,400 | +2.2% | 0.33% | -4.1% |
| Q2 2020 | $3,107,000 | +19.1% | 119,760 | +17.1% | 0.34% | +0.9% |
| Q1 2020 | $2,609,000 | -0.9% | 102,260 | 0.0% | 0.34% | +22.8% |
| Q4 2019 | $2,634,000 | -0.1% | 102,260 | 0.0% | 0.28% | -6.4% |
| Q3 2019 | $2,636,000 | -17.7% | 102,260 | -17.7% | 0.30% | -19.2% |
| Q2 2019 | $3,203,000 | -12.2% | 124,260 | -12.7% | 0.36% | -15.7% |
| Q1 2019 | $3,650,000 | +0.8% | 142,260 | 0.0% | 0.43% | -7.5% |
| Q4 2018 | $3,620,000 | +55.4% | 142,260 | +58.1% | 0.47% | +64.8% |
| Q3 2017 | $2,330,000 | +0.3% | 90,000 | 0.0% | 0.28% | -3.4% |
| Q2 2017 | $2,322,000 | +4.2% | 90,000 | +3.5% | 0.29% | +2.8% |
| Q1 2017 | $2,229,000 | +8.6% | 86,922 | +7.0% | 0.29% | +2.5% |
| Q4 2016 | $2,053,000 | -2.7% | 81,222 | 0.0% | 0.28% | -2.8% |
| Q3 2016 | $2,110,000 | – | 81,222 | – | 0.29% | – |
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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% |