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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 200,236 | $5,194,000 | 1.52% |
| Praetorian Wealth Management, Inc. | 84,114 | $2,182,000 | 1.07% |
| Paulson Wealth Management Inc. | 55,827 | $1,448,000 | 1.01% |
| Stonebridge Capital Advisors LLC | 191,689 | $4,972,000 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 82,210 | $2,133,000 | 0.89% |
| Wealthquest Corp | 129,888 | $3,369,000 | 0.86% |
| SONATA CAPITAL GROUP INC | 47,800 | $1,240,000 | 0.79% |
| Fieldpoint Private Securities, LLC | 85,360 | $2,214,000 | 0.75% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 289,894 | $7,520,000 | 0.73% |
| Ferris Capital, LLC | 67,719 | $1,757,000 | 0.62% |