ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |