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 | $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 ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |