ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,308,000 | +2.7% | 168,423 | +3.0% | 0.02% | +4.8% |
| Q2 2021 | $4,193,000 | -1.5% | 163,531 | -1.2% | 0.02% | -12.5% |
| Q1 2021 | $4,256,000 | -3.8% | 165,506 | -3.5% | 0.02% | -11.1% |
| Q4 2020 | $4,423,000 | -5.4% | 171,582 | -4.9% | 0.03% | -12.9% |
| Q3 2020 | $4,674,000 | -0.3% | 180,411 | -0.2% | 0.03% | -8.8% |
| Q2 2020 | $4,689,000 | -5.7% | 180,755 | -7.3% | 0.03% | -17.1% |
| Q1 2020 | $4,975,000 | -23.2% | 195,012 | -22.5% | 0.04% | -2.4% |
| Q4 2019 | $6,479,000 | +0.5% | 251,506 | +0.6% | 0.04% | -6.7% |
| Q3 2019 | $6,447,000 | +18.4% | 250,090 | +18.5% | 0.04% | +25.0% |
| Q2 2019 | $5,443,000 | +12.5% | 211,130 | +12.0% | 0.04% | +5.9% |
| Q1 2019 | $4,837,000 | -0.0% | 188,518 | -0.8% | 0.03% | -10.5% |
| Q4 2018 | $4,838,000 | -11.1% | 190,130 | -11.6% | 0.04% | 0.0% |
| Q3 2018 | $5,442,000 | -10.2% | 215,090 | -9.7% | 0.04% | -15.6% |
| Q2 2018 | $6,057,000 | +7.4% | 238,202 | +7.3% | 0.04% | +4.7% |
| Q1 2018 | $5,640,000 | +13.9% | 222,036 | +13.9% | 0.04% | +10.3% |
| Q4 2017 | $4,953,000 | -1.8% | 194,854 | +0.0% | 0.04% | -9.3% |
| Q3 2017 | $5,044,000 | +7.7% | 194,823 | +7.3% | 0.04% | +2.4% |
| Q2 2017 | $4,684,000 | +2.6% | 181,569 | +1.9% | 0.04% | -2.3% |
| Q1 2017 | $4,567,000 | -6.9% | 178,132 | -8.2% | 0.04% | -10.4% |
| Q4 2016 | $4,907,000 | +3.1% | 194,094 | +6.0% | 0.05% | +4.3% |
| Q3 2016 | $4,758,000 | – | 183,151 | – | 0.05% | – |
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% |