ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 120 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 2021 | $738,000 | -0.3% | 28,852 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $740,000 | -0.3% | 28,852 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $742,000 | -2.5% | 28,852 | -2.3% | 0.00% | 0.0% |
| Q4 2020 | $761,000 | -0.5% | 29,521 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $765,000 | -7.3% | 29,521 | -7.1% | 0.01% | -16.7% |
| Q2 2020 | $825,000 | +1.6% | 31,792 | -0.1% | 0.01% | -25.0% |
| Q1 2020 | $812,000 | +4.5% | 31,823 | +5.6% | 0.01% | +33.3% |
| Q4 2019 | $777,000 | +0.8% | 30,145 | +0.8% | 0.01% | -14.3% |
| Q3 2019 | $771,000 | +242.7% | 29,891 | +242.1% | 0.01% | +250.0% |
| Q2 2019 | $225,000 | -14.1% | 8,738 | -15.2% | 0.00% | -33.3% |
| Q4 2018 | $262,000 | – | 10,309 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 241,997 | $6,123,000 | 1.61% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,561,000 | 0.59% |
| Roof Eidam Maycock Peralta, LLC | 44,685 | $1,131,000 | 0.51% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 159,932 | $4,046,000 | 0.44% |
| Paulson Wealth Management Inc. | 16,237 | $409,000 | 0.37% |
| Asset Dedication, LLC | 33,876 | $857,000 | 0.32% |
| ETF Portfolio Partners, Inc. | 20,093 | $508,000 | 0.31% |
| MANAGED ACCOUNT SERVICES INC | 18,440 | $465,000 | 0.30% |
| Denver PWM, LLC | 13,481 | $340,000 | 0.26% |
| Carnegie Capital Asset Management, LLC | 111,883 | $2,829,000 | 0.23% |