ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 101 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,123,000 | -29.9% | 122,080 | -29.7% | 0.02% | -42.9% |
| Q2 2021 | $4,452,000 | -3.6% | 173,632 | -3.3% | 0.03% | -12.5% |
| Q1 2021 | $4,619,000 | +23.0% | 179,607 | +23.3% | 0.03% | +10.3% |
| Q4 2020 | $3,754,000 | +14.7% | 145,637 | +15.3% | 0.03% | -6.5% |
| Q3 2020 | $3,273,000 | -6.4% | 126,326 | -6.3% | 0.03% | -11.4% |
| Q2 2020 | $3,498,000 | +37.3% | 134,833 | +35.1% | 0.04% | +9.4% |
| Q1 2020 | $2,547,000 | -12.9% | 99,832 | -12.1% | 0.03% | +6.7% |
| Q4 2019 | $2,924,000 | +6.6% | 113,516 | +6.7% | 0.03% | -9.1% |
| Q3 2019 | $2,743,000 | +11.5% | 106,407 | +11.5% | 0.03% | +13.8% |
| Q2 2019 | $2,461,000 | +25.8% | 95,444 | +25.2% | 0.03% | +3.6% |
| Q1 2019 | $1,956,000 | +20.7% | 76,233 | +19.8% | 0.03% | -3.4% |
| Q4 2018 | $1,620,000 | +9.5% | 63,660 | +8.9% | 0.03% | -23.7% |
| Q3 2018 | $1,479,000 | +47.9% | 58,448 | +48.6% | 0.04% | +35.7% |
| Q2 2018 | $1,000,000 | +38.1% | 39,336 | +38.1% | 0.03% | +7.7% |
| Q1 2018 | $724,000 | +23.1% | 28,486 | +23.1% | 0.03% | +13.0% |
| Q4 2017 | $588,000 | -15.9% | 23,149 | -14.3% | 0.02% | -28.1% |
| Q3 2017 | $699,000 | +59.6% | 26,999 | +58.9% | 0.03% | +52.4% |
| Q2 2017 | $438,000 | +16.5% | 16,990 | +15.8% | 0.02% | +31.2% |
| Q1 2017 | $376,000 | +139.5% | 14,671 | +142.9% | 0.02% | +100.0% |
| Q3 2016 | $157,000 | – | 6,039 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 228,038 | $5,797,000 | 1.60% |
| Asset Dedication, LLC | 86,687 | $2,205,000 | 0.89% |
| Vigilant Capital Management, LLC | 252,479 | $6,418,000 | 0.84% |
| Roof Eidam Maycock Peralta, LLC | 43,485 | $1,105,000 | 0.54% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 114,997 | $2,923,000 | 0.34% |
| MANAGED ACCOUNT SERVICES INC | 20,404 | $519,000 | 0.34% |
| Fusion Family Wealth LLC | 53,229 | $1,353,000 | 0.34% |
| Denver PWM, LLC | 15,289 | $389,000 | 0.29% |
| Altium Wealth Management LLC | 23,409 | $595,000 | 0.27% |
| LINCOLN NATIONAL CORP | 315,435 | $8,018,000 | 0.24% |