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 ↓ |
|---|---|---|---|
| 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% |