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 | $5,016,000 | +12.8% | 196,076 | +13.0% | 0.01% | +25.0% |
| Q2 2021 | $4,448,000 | -9.3% | 173,488 | -9.0% | 0.00% | -33.3% |
| Q1 2021 | $4,902,000 | -3.2% | 190,617 | -3.0% | 0.01% | -14.3% |
| Q4 2020 | $5,063,000 | +1.6% | 196,429 | +2.1% | 0.01% | -12.5% |
| Q3 2020 | $4,985,000 | +13.2% | 192,414 | +13.4% | 0.01% | 0.0% |
| Q2 2020 | $4,402,000 | +3.1% | 169,702 | +1.4% | 0.01% | -11.1% |
| Q1 2020 | $4,268,000 | -10.6% | 167,301 | -9.7% | 0.01% | 0.0% |
| Q4 2019 | $4,774,000 | +4.6% | 185,327 | +4.7% | 0.01% | 0.0% |
| Q3 2019 | $4,562,000 | +15.6% | 176,946 | +15.6% | 0.01% | +12.5% |
| Q2 2019 | $3,946,000 | +6.1% | 153,055 | +5.6% | 0.01% | 0.0% |
| Q1 2019 | $3,719,000 | +15.5% | 144,940 | +14.5% | 0.01% | -11.1% |
| Q4 2018 | $3,221,000 | -3.1% | 126,600 | -3.6% | 0.01% | +12.5% |
| Q3 2018 | $3,324,000 | +33.5% | 131,380 | +34.2% | 0.01% | +14.3% |
| Q2 2018 | $2,489,000 | +12.8% | 97,869 | +12.6% | 0.01% | +16.7% |
| Q1 2018 | $2,207,000 | +21.5% | 86,901 | +21.6% | 0.01% | 0.0% |
| Q4 2017 | $1,816,000 | +41.5% | 71,437 | +44.2% | 0.01% | +20.0% |
| Q3 2017 | $1,283,000 | +20.8% | 49,538 | +20.4% | 0.01% | +25.0% |
| Q2 2017 | $1,062,000 | +20.3% | 41,144 | +19.2% | 0.00% | -33.3% |
| Q1 2017 | $883,000 | – | 34,505 | – | 0.01% | – |
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% |