ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 118 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 2021 | $4,000 | 0.0% | 141 | -2.8% | 0.00% | – |
| Q2 2021 | $4,000 | -80.0% | 145 | -81.0% | 0.00% | – |
| Q1 2021 | $20,000 | 0.0% | 762 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | -93.7% | 762 | -93.8% | 0.00% | – |
| Q3 2020 | $318,000 | -17.2% | 12,287 | -17.1% | 0.00% | – |
| Q2 2020 | $384,000 | +20.4% | 14,820 | +18.6% | 0.00% | – |
| Q1 2020 | $319,000 | +3.2% | 12,491 | +4.3% | 0.00% | – |
| Q4 2019 | $309,000 | -4.3% | 11,981 | -4.2% | 0.00% | – |
| Q3 2019 | $323,000 | +0.9% | 12,510 | +0.8% | 0.00% | – |
| Q2 2019 | $320,000 | +3.9% | 12,414 | +3.3% | 0.00% | – |
| Q1 2019 | $308,000 | +0.7% | 12,016 | 0.0% | 0.00% | – |
| Q4 2018 | $306,000 | +0.7% | 12,016 | 0.0% | 0.00% | – |
| Q3 2018 | $304,000 | -1.3% | 12,016 | -0.9% | 0.00% | – |
| Q2 2018 | $308,000 | +10166.7% | 12,122 | +8813.2% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -25.0% | 136 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | +300.0% | 136 | +138.6% | 0.00% | – |
| Q1 2017 | $1,000 | – | 57 | – | 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% |