ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,536,000 | -7.6% | 99,147 | -7.4% | 0.01% | -16.7% |
| Q2 2021 | $2,746,000 | -46.4% | 107,117 | -46.2% | 0.01% | -50.0% |
| Q1 2021 | $5,120,000 | -9.3% | 199,113 | -9.1% | 0.01% | -14.3% |
| Q4 2020 | $5,647,000 | +7.6% | 219,100 | +8.2% | 0.01% | -6.7% |
| Q3 2020 | $5,246,000 | -0.3% | 202,487 | -0.2% | 0.02% | -11.8% |
| Q2 2020 | $5,263,000 | -8.3% | 202,908 | -9.8% | 0.02% | -32.0% |
| Q1 2020 | $5,738,000 | +0.8% | 224,918 | +1.7% | 0.02% | +38.9% |
| Q4 2019 | $5,695,000 | -0.3% | 221,062 | -0.3% | 0.02% | -14.3% |
| Q3 2019 | $5,713,000 | -6.2% | 221,621 | -6.2% | 0.02% | -8.7% |
| Q2 2019 | $6,091,000 | +4.7% | 236,259 | +4.2% | 0.02% | -4.2% |
| Q1 2019 | $5,818,000 | +7.5% | 226,747 | +6.6% | 0.02% | -14.3% |
| Q4 2018 | $5,413,000 | +1.9% | 212,738 | +1.4% | 0.03% | +16.7% |
| Q3 2018 | $5,310,000 | +8.9% | 209,900 | +9.4% | 0.02% | -4.0% |
| Q2 2018 | $4,878,000 | +14.7% | 191,808 | +14.6% | 0.02% | +4.2% |
| Q1 2018 | $4,251,000 | +40.2% | 167,381 | +40.3% | 0.02% | +26.3% |
| Q4 2017 | $3,033,000 | +10.1% | 119,326 | +12.2% | 0.02% | +5.6% |
| Q3 2017 | $2,754,000 | +27.3% | 106,387 | +26.8% | 0.02% | +20.0% |
| Q2 2017 | $2,164,000 | +4.0% | 83,884 | +3.4% | 0.02% | -6.2% |
| Q1 2017 | $2,080,000 | +43.3% | 81,113 | +41.2% | 0.02% | +33.3% |
| Q4 2016 | $1,452,000 | – | 57,426 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 228,038 | $5,797,000 | 1.60% |
| Asset Dedication, LLC | 86,687 | $2,205,000 | 0.89% |
| Vigilant Capital Management, LLC | 252,479 | $6,418,000 | 0.84% |
| Roof Eidam Maycock Peralta, LLC | 43,485 | $1,105,000 | 0.54% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 114,997 | $2,923,000 | 0.34% |
| MANAGED ACCOUNT SERVICES INC | 20,404 | $519,000 | 0.34% |
| Fusion Family Wealth LLC | 53,229 | $1,353,000 | 0.34% |
| Denver PWM, LLC | 15,289 | $389,000 | 0.29% |
| Altium Wealth Management LLC | 23,409 | $595,000 | 0.27% |
| LINCOLN NATIONAL CORP | 315,435 | $8,018,000 | 0.24% |