ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,152,000 | -9.9% | 45,053 | -9.6% | 0.02% | -8.7% |
| Q2 2021 | $1,278,000 | +6.4% | 49,850 | +6.7% | 0.02% | 0.0% |
| Q1 2021 | $1,201,000 | +3.6% | 46,709 | +3.9% | 0.02% | -4.2% |
| Q4 2020 | $1,159,000 | +8.7% | 44,973 | +9.3% | 0.02% | 0.0% |
| Q3 2020 | $1,066,000 | +29.2% | 41,148 | +29.4% | 0.02% | +26.3% |
| Q2 2020 | $825,000 | +19.7% | 31,794 | +17.7% | 0.02% | +5.6% |
| Q1 2020 | $689,000 | +9.0% | 27,024 | +10.1% | 0.02% | +28.6% |
| Q4 2019 | $632,000 | +1.1% | 24,548 | +1.2% | 0.01% | 0.0% |
| Q3 2019 | $625,000 | +29.7% | 24,246 | +29.7% | 0.01% | +27.3% |
| Q2 2019 | $482,000 | +7.8% | 18,690 | +7.3% | 0.01% | +10.0% |
| Q1 2019 | $447,000 | +4.9% | 17,416 | +4.0% | 0.01% | 0.0% |
| Q4 2018 | $426,000 | +1.9% | 16,750 | +1.4% | 0.01% | +11.1% |
| Q3 2018 | $418,000 | -8.1% | 16,526 | -7.7% | 0.01% | -10.0% |
| Q2 2018 | $455,000 | +7.6% | 17,898 | +7.4% | 0.01% | +11.1% |
| Q1 2018 | $423,000 | +11.6% | 16,664 | +11.8% | 0.01% | +12.5% |
| Q4 2017 | $379,000 | – | 14,906 | – | 0.01% | – |
Download | ||||||
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% |