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 | $5,465,000 | +22.4% | 213,659 | +22.7% | 0.04% | -10.3% |
| Q2 2021 | $4,465,000 | -3.0% | 174,112 | -2.8% | 0.04% | -11.4% |
| Q1 2021 | $4,605,000 | -0.9% | 179,095 | -0.7% | 0.04% | -8.3% |
| Q4 2020 | $4,646,000 | +9.8% | 180,269 | +10.4% | 0.05% | -12.7% |
| Q3 2020 | $4,230,000 | +5.1% | 163,224 | +5.2% | 0.06% | -1.8% |
| Q2 2020 | $4,023,000 | -4.9% | 155,108 | -6.5% | 0.06% | -28.2% |
| Q1 2020 | $4,232,000 | -0.2% | 165,874 | +0.8% | 0.08% | +18.2% |
| Q4 2019 | $4,239,000 | -25.1% | 164,550 | -25.0% | 0.07% | -25.0% |
| Q3 2019 | $5,658,000 | +32.5% | 219,497 | +32.5% | 0.09% | +14.3% |
| Q2 2019 | $4,270,000 | +73.4% | 165,634 | +72.5% | 0.08% | +57.1% |
| Q1 2019 | $2,463,000 | -35.1% | 96,001 | -35.7% | 0.05% | -46.2% |
| Q4 2018 | $3,796,000 | +72.3% | 149,186 | +71.3% | 0.09% | +102.2% |
| Q3 2018 | $2,203,000 | -29.5% | 87,069 | -29.3% | 0.04% | -11.8% |
| Q2 2018 | $3,126,000 | +666.2% | 123,142 | +666.8% | 0.05% | +218.8% |
| Q1 2018 | $408,000 | -80.1% | 16,060 | -80.1% | 0.02% | -81.6% |
| Q4 2017 | $2,052,000 | -6.9% | 80,574 | -5.5% | 0.09% | +58.2% |
| Q3 2017 | $2,205,000 | +9.2% | 85,234 | +8.7% | 0.06% | 0.0% |
| Q2 2017 | $2,019,000 | +15.1% | 78,388 | +14.3% | 0.06% | +12.2% |
| Q1 2017 | $1,754,000 | +3.4% | 68,580 | +3.0% | 0.05% | -12.5% |
| Q4 2016 | $1,696,000 | +127.3% | 66,585 | +132.0% | 0.06% | +86.7% |
| Q3 2016 | $746,000 | +86.5% | 28,703 | +87.4% | 0.03% | +87.5% |
| Q2 2016 | $400,000 | +100.0% | 15,313 | +97.7% | 0.02% | +60.0% |
| Q1 2016 | $200,000 | – | 7,747 | – | 0.01% | – |
Download | ||||||
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% |