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 | $8,471,000 | +14.8% | 331,162 | +15.2% | 0.02% | +9.5% |
| Q2 2021 | $7,376,000 | +12.9% | 287,563 | +13.2% | 0.02% | 0.0% |
| Q1 2021 | $6,536,000 | +139.8% | 254,120 | +140.7% | 0.02% | +90.9% |
| Q4 2020 | $2,726,000 | +52.1% | 105,597 | +52.5% | 0.01% | +22.2% |
| Q3 2020 | $1,792,000 | -68.6% | 69,223 | -68.5% | 0.01% | -71.0% |
| Q2 2020 | $5,698,000 | +3.6% | 219,676 | +1.9% | 0.03% | -13.9% |
| Q1 2020 | $5,502,000 | +5.3% | 215,587 | +6.3% | 0.04% | +16.1% |
| Q4 2019 | $5,226,000 | +2.7% | 202,760 | +2.7% | 0.03% | +10.7% |
| Q3 2019 | $5,091,000 | +2.0% | 197,411 | +2.0% | 0.03% | -6.7% |
| Q2 2019 | $4,992,000 | +0.7% | 193,588 | +0.3% | 0.03% | -9.1% |
| Q1 2019 | $4,955,000 | +4.3% | 193,103 | +3.3% | 0.03% | -8.3% |
| Q4 2018 | $4,752,000 | +4.7% | 186,966 | +4.2% | 0.04% | +9.1% |
| Q3 2018 | $4,540,000 | -1.9% | 179,351 | -1.5% | 0.03% | -8.3% |
| Q2 2018 | $4,628,000 | +0.7% | 182,098 | +0.7% | 0.04% | -5.3% |
| Q1 2018 | $4,595,000 | +6.5% | 180,861 | +6.6% | 0.04% | +8.6% |
| Q4 2017 | $4,313,000 | +5.1% | 169,679 | +7.1% | 0.04% | 0.0% |
| Q3 2017 | $4,103,000 | +7.5% | 158,453 | +7.2% | 0.04% | +2.9% |
| Q2 2017 | $3,815,000 | – | 147,804 | – | 0.03% | – |
Download | ||||||
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% |