ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $561,000 | -55.3% | 21,934 | -55.2% | 0.02% | -63.5% |
| Q2 2021 | $1,256,000 | -39.8% | 49,004 | -39.6% | 0.06% | -44.2% |
| Q1 2021 | $2,087,000 | +471.8% | 81,164 | +467.9% | 0.11% | +465.0% |
| Q1 2020 | $365,000 | -13.1% | 14,291 | -12.4% | 0.02% | -44.4% |
| Q4 2019 | $420,000 | -70.0% | 16,314 | -69.9% | 0.04% | -63.3% |
| Q3 2019 | $1,398,000 | +242.6% | 54,239 | +242.7% | 0.10% | +263.0% |
| Q2 2019 | $408,000 | – | 15,826 | – | 0.03% | – |
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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% |