ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,032,000 | -36.2% | 196,708 | -36.0% | 0.00% | -25.0% |
| Q2 2021 | $7,885,000 | +2.2% | 307,514 | +2.5% | 0.00% | -20.0% |
| Q1 2021 | $7,713,000 | +0.1% | 299,934 | +0.3% | 0.01% | -16.7% |
| Q4 2020 | $7,709,000 | +16.4% | 299,092 | +17.0% | 0.01% | 0.0% |
| Q3 2020 | $6,623,000 | +12.9% | 255,632 | +13.0% | 0.01% | 0.0% |
| Q2 2020 | $5,866,000 | -15.6% | 226,149 | -17.0% | 0.01% | -25.0% |
| Q1 2020 | $6,947,000 | +9.1% | 272,313 | +10.2% | 0.01% | +14.3% |
| Q4 2019 | $6,366,000 | +0.2% | 247,137 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $6,354,000 | +19.0% | 246,482 | +19.0% | 0.01% | 0.0% |
| Q2 2019 | $5,340,000 | +11.5% | 207,123 | +11.0% | 0.01% | 0.0% |
| Q1 2019 | $4,789,000 | -2.3% | 186,652 | -3.1% | 0.01% | -12.5% |
| Q4 2018 | $4,902,000 | -6.0% | 192,664 | -6.5% | 0.01% | -11.1% |
| Q3 2018 | $5,215,000 | +10.0% | 206,126 | +13.0% | 0.01% | -50.0% |
| Q3 2016 | $4,739,000 | – | 182,404 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 207,363 | $5,345,000 | 1.16% |
| Stonebridge Capital Advisors LLC | 245,145 | $6,319,000 | 0.96% |
| Paulson Wealth Management Inc. | 57,762 | $1,489,000 | 0.87% |
| SENTINEL PENSION ADVISORS INC | 84,153 | $2,169,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 354,162 | $9,129,000 | 0.79% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,494,000 | 0.74% |
| Praetorian Wealth Management, Inc. | 67,850 | $1,748,000 | 0.67% |
| Wealthquest Corp | 118,599 | $3,056,000 | 0.65% |
| Paradiem, LLC | 54,749 | $1,411,000 | 0.60% |
| Ferris Capital, LLC | 67,666 | $1,744,000 | 0.49% |