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 | $653,000 | -17.9% | 25,230 | -17.7% | 0.04% | -14.6% |
| Q2 2022 | $795,000 | 0.0% | 30,670 | 0.0% | 0.05% | +20.0% |
| Q1 2022 | $795,000 | -0.1% | 30,670 | +0.4% | 0.04% | +5.3% |
| Q4 2021 | $796,000 | +2.7% | 30,555 | +3.3% | 0.04% | -7.3% |
| Q3 2021 | $775,000 | -7.6% | 29,585 | -7.4% | 0.04% | -6.8% |
| Q2 2021 | $839,000 | -12.4% | 31,960 | -12.2% | 0.04% | -20.0% |
| Q1 2021 | $958,000 | +12.8% | 36,387 | +13.0% | 0.06% | +5.8% |
| Q4 2020 | $849,000 | -12.8% | 32,190 | -12.4% | 0.05% | -21.2% |
| Q3 2020 | $974,000 | +35.3% | 36,740 | +34.8% | 0.07% | +24.5% |
| Q2 2020 | $720,000 | +49.7% | 27,260 | +47.4% | 0.05% | +20.5% |
| Q1 2020 | $481,000 | +18.5% | 18,490 | +19.1% | 0.04% | +46.7% |
| Q4 2019 | $406,000 | +21.2% | 15,530 | +21.3% | 0.03% | +15.4% |
| Q3 2019 | $335,000 | +10.6% | 12,800 | +10.3% | 0.03% | +8.3% |
| Q2 2019 | $303,000 | +7.8% | 11,600 | +7.0% | 0.02% | 0.0% |
| Q1 2019 | $281,000 | +35.1% | 10,840 | +33.3% | 0.02% | +20.0% |
| Q4 2018 | $208,000 | -8.0% | 8,135 | -8.4% | 0.02% | +5.3% |
| Q3 2018 | $226,000 | +47.7% | 8,880 | +47.8% | 0.02% | +46.2% |
| Q2 2018 | $153,000 | – | 6,010 | – | 0.01% | – |
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% |