ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 128 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,422,000 | +131.6% | 54,921 | +131.6% | 0.01% | +166.7% |
| Q2 2022 | $614,000 | -7.9% | 23,715 | -7.8% | 0.00% | 0.0% |
| Q1 2022 | $667,000 | -17.8% | 25,715 | -17.4% | 0.00% | -25.0% |
| Q4 2021 | $811,000 | -0.2% | 31,124 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $813,000 | -2.2% | 31,058 | -1.8% | 0.00% | 0.0% |
| Q2 2021 | $831,000 | -10.0% | 31,638 | -9.8% | 0.00% | -20.0% |
| Q1 2021 | $923,000 | -13.3% | 35,064 | -13.1% | 0.01% | -16.7% |
| Q4 2020 | $1,064,000 | -0.1% | 40,370 | +0.5% | 0.01% | -14.3% |
| Q3 2020 | $1,065,000 | +31.2% | 40,176 | +30.8% | 0.01% | +16.7% |
| Q2 2020 | $812,000 | +3.7% | 30,722 | +2.1% | 0.01% | -25.0% |
| Q1 2020 | $783,000 | +6.0% | 30,091 | +6.6% | 0.01% | +33.3% |
| Q4 2019 | $739,000 | +1.4% | 28,230 | +1.3% | 0.01% | 0.0% |
| Q3 2019 | $729,000 | +82.7% | 27,879 | +79.1% | 0.01% | +50.0% |
| Q4 2018 | $399,000 | +60.9% | 15,565 | +59.5% | 0.00% | +100.0% |
| Q3 2018 | $248,000 | – | 9,757 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |