ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $294,000 | -0.3% | 11,500 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $295,000 | -0.3% | 11,500 | 0.0% | 0.03% | -8.6% |
| Q1 2021 | $296,000 | 0.0% | 11,500 | 0.0% | 0.04% | -7.9% |
| Q4 2020 | $296,000 | -0.7% | 11,500 | 0.0% | 0.04% | -5.0% |
| Q3 2020 | $298,000 | 0.0% | 11,500 | 0.0% | 0.04% | -7.0% |
| Q2 2020 | $298,000 | +1.7% | 11,500 | 0.0% | 0.04% | -17.3% |
| Q1 2020 | $293,000 | -1.0% | 11,500 | 0.0% | 0.05% | +20.9% |
| Q4 2019 | $296,000 | 0.0% | 11,500 | 0.0% | 0.04% | -6.5% |
| Q3 2019 | $296,000 | 0.0% | 11,500 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $296,000 | – | 11,500 | – | 0.05% | – |
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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% |