ISHARES TR's ticker is IBTJ and the CUSIP is 46436E825. A total of 12 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $910,000 | -3.8% | 40,000 | 0.0% | 0.00% | – |
| Q1 2022 | $946,000 | -5.8% | 40,000 | 0.0% | 0.00% | – |
| Q4 2021 | $1,004,000 | -0.4% | 40,000 | 0.0% | 0.00% | – |
| Q3 2021 | $1,008,000 | -0.2% | 40,000 | 0.0% | 0.00% | – |
| Q2 2021 | $1,010,000 | +1.9% | 40,000 | 0.0% | 0.00% | – |
| Q1 2021 | $991,000 | -5.5% | 40,000 | 0.0% | 0.00% | – |
| Q4 2020 | $1,049,000 | -1.6% | 40,000 | 0.0% | 0.00% | – |
| Q3 2020 | $1,066,000 | -20.0% | 40,000 | -20.0% | 0.00% | – |
| Q2 2020 | $1,332,000 | +0.2% | 50,000 | 0.0% | 0.00% | – |
| Q1 2020 | $1,329,000 | – | 50,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 576,961 | $12,116,191 | 1.58% |
| Altus Wealth Group LLC | 113,810 | $2,390,010 | 1.52% |
| ATWOOD & PALMER INC | 790,240 | $16,595,040 | 1.46% |
| Stockman Wealth Management, Inc. | 85,135 | $1,787,835 | 0.39% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 383,235 | $8,047,943 | 0.12% |
| Krilogy Financial LLC | 26,245 | $551,145 | 0.05% |
| Resonant Capital Advisors, LLC | 17,589 | $369,369 | 0.04% |
| First PREMIER Bank | 3,400 | $72 | 0.02% |
| D.A. DAVIDSON & CO. | 91,669 | $1,925,049 | 0.02% |
| Snowden Capital Advisors LLC | 23,156 | $486,276 | 0.02% |