ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 107 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,173,000 | +1.8% | 202,242 | +2.0% | 1.08% | -0.5% |
| Q2 2021 | $5,083,000 | -1.3% | 198,261 | -1.0% | 1.08% | -16.9% |
| Q1 2021 | $5,148,000 | -3.7% | 200,180 | -3.5% | 1.30% | +12.0% |
| Q4 2020 | $5,345,000 | +1.4% | 207,363 | +1.9% | 1.16% | -6.3% |
| Q3 2020 | $5,271,000 | +1.5% | 203,428 | +1.6% | 1.24% | -18.6% |
| Q2 2020 | $5,194,000 | -12.6% | 200,236 | -14.1% | 1.52% | -23.8% |
| Q1 2020 | $5,944,000 | -0.8% | 232,987 | +0.2% | 2.00% | +35.6% |
| Q4 2019 | $5,991,000 | +3.0% | 232,578 | +3.1% | 1.48% | -25.2% |
| Q3 2019 | $5,817,000 | +0.7% | 225,647 | +0.7% | 1.97% | +32.8% |
| Q2 2019 | $5,779,000 | +4.6% | 224,147 | +4.1% | 1.49% | +3.8% |
| Q1 2019 | $5,527,000 | -11.9% | 215,378 | -12.6% | 1.43% | -45.4% |
| Q4 2018 | $6,270,000 | +2.4% | 246,415 | +1.8% | 2.62% | +63.0% |
| Q3 2018 | $6,123,000 | +3.2% | 241,997 | +3.7% | 1.61% | -3.7% |
| Q2 2018 | $5,934,000 | +2.6% | 233,335 | +2.5% | 1.67% | -1.5% |
| Q1 2018 | $5,785,000 | -0.2% | 227,751 | -0.1% | 1.70% | +5.6% |
| Q4 2017 | $5,797,000 | -8.4% | 228,038 | +832.8% | 1.60% | -14.8% |
| Q3 2017 | $6,329,000 | -1.1% | 24,446 | -90.1% | 1.88% | -4.9% |
| Q2 2017 | $6,401,000 | +3.3% | 248,101 | +3.4% | 1.98% | -0.2% |
| Q1 2017 | $6,197,000 | – | 240,002 | – | 1.98% | – |
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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% |