ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 21 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,712,000 | +96.3% | 260,345 | +96.3% | 0.11% | +101.9% |
| Q3 2019 | $3,420,000 | -49.0% | 132,645 | -49.1% | 0.05% | -50.5% |
| Q2 2019 | $6,712,000 | -4.4% | 260,345 | -4.8% | 0.11% | -10.1% |
| Q1 2019 | $7,021,000 | +48.7% | 273,602 | +47.4% | 0.12% | +33.7% |
| Q4 2018 | $4,723,000 | +1.0% | 185,610 | +0.4% | 0.09% | +11.2% |
| Q3 2018 | $4,677,000 | -33.1% | 184,848 | -32.7% | 0.08% | -35.0% |
| Q2 2018 | $6,987,000 | -1.9% | 274,762 | -2.0% | 0.12% | -6.8% |
| Q1 2018 | $7,121,000 | +7.1% | 280,361 | +7.2% | 0.13% | +9.1% |
| Q4 2017 | $6,648,000 | +0.4% | 261,525 | +2.2% | 0.12% | -4.7% |
| Q3 2017 | $6,623,000 | +7.8% | 255,801 | +7.5% | 0.13% | +1.6% |
| Q2 2017 | $6,142,000 | +3.7% | 238,054 | +3.1% | 0.12% | -5.3% |
| Q1 2017 | $5,921,000 | +10.3% | 230,931 | +8.7% | 0.13% | +1.5% |
| Q4 2016 | $5,370,000 | +54.4% | 212,428 | +58.7% | 0.13% | +42.9% |
| Q3 2016 | $3,479,000 | +25.9% | 133,895 | +26.7% | 0.09% | +19.7% |
| Q2 2016 | $2,764,000 | +31.7% | 105,651 | +30.3% | 0.08% | +20.6% |
| Q1 2016 | $2,098,000 | – | 81,092 | – | 0.06% | – |
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% |