ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $419,000 | -0.7% | 16,182 | -0.7% | 0.01% | +16.7% |
| Q1 2022 | $422,000 | -81.4% | 16,291 | -81.3% | 0.01% | -80.0% |
| Q4 2021 | $2,270,000 | -8.8% | 87,116 | -8.4% | 0.03% | -14.3% |
| Q3 2021 | $2,489,000 | +97.5% | 95,061 | +98.2% | 0.04% | +105.9% |
| Q2 2021 | $1,260,000 | -43.8% | 47,967 | -43.7% | 0.02% | -45.2% |
| Q1 2021 | $2,242,000 | -37.9% | 85,131 | -37.9% | 0.03% | -42.6% |
| Q4 2020 | $3,612,000 | -0.9% | 137,021 | -0.3% | 0.05% | -8.5% |
| Q3 2020 | $3,643,000 | +2.0% | 137,460 | +1.7% | 0.06% | -1.7% |
| Q2 2020 | $3,571,000 | -1.2% | 135,171 | -2.7% | 0.06% | -13.0% |
| Q1 2020 | $3,615,000 | -46.3% | 138,977 | -46.1% | 0.07% | -36.1% |
| Q4 2019 | $6,734,000 | +97.2% | 257,827 | +97.4% | 0.11% | +103.8% |
| Q3 2019 | $3,414,000 | -49.3% | 130,602 | -49.3% | 0.05% | -50.9% |
| Q2 2019 | $6,734,000 | -4.2% | 257,827 | -4.9% | 0.11% | -9.2% |
| Q1 2019 | $7,030,000 | +47.5% | 271,022 | +45.6% | 0.12% | +32.2% |
| Q4 2018 | $4,766,000 | +3.1% | 186,082 | +2.3% | 0.09% | +13.9% |
| Q3 2018 | $4,622,000 | -33.3% | 181,888 | -33.1% | 0.08% | -35.2% |
| Q2 2018 | $6,934,000 | -1.7% | 271,724 | -1.8% | 0.12% | -6.2% |
| Q1 2018 | $7,054,000 | +7.4% | 276,641 | +8.2% | 0.13% | +8.3% |
| Q4 2017 | $6,567,000 | -0.2% | 255,781 | +1.3% | 0.12% | -4.8% |
| Q3 2017 | $6,580,000 | -11.2% | 252,394 | -11.4% | 0.13% | -16.6% |
| Q2 2017 | $7,408,000 | +3.8% | 284,819 | +2.7% | 0.15% | -5.0% |
| Q1 2017 | $7,137,000 | +9.0% | 277,257 | +7.3% | 0.16% | 0.0% |
| Q4 2016 | $6,548,000 | +24.8% | 258,420 | +29.8% | 0.16% | +16.1% |
| Q3 2016 | $5,245,000 | +26.2% | 199,131 | +26.6% | 0.14% | +20.2% |
| Q2 2016 | $4,157,000 | +31.8% | 157,231 | +29.9% | 0.11% | +21.3% |
| Q1 2016 | $3,154,000 | – | 121,084 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 317,663 | $8,234,000 | 2.24% |
| Paradigm, Strategies in Wealth Management, LLC | 70,824 | $1,836,000 | 1.92% |
| SONATA CAPITAL GROUP INC | 108,843 | $2,821,000 | 1.24% |
| SENTINEL PENSION ADVISORS INC | 97,721 | $2,533,000 | 0.86% |
| Praetorian Wealth Management, Inc. | 89,791 | $2,327,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 387,152 | $10,035,000 | 0.69% |
| Paradiem, LLC | 62,819 | $1,627,000 | 0.53% |
| Virginia National Bank | 17,045 | $442,000 | 0.50% |
| Stonebridge Capital Advisors LLC | 175,006 | $4,536,000 | 0.49% |
| AllSquare Wealth Management LLC | 29,290 | $759,000 | 0.46% |