ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 124 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,993,000 | +13.9% | 76,955 | +13.9% | 0.52% | +16.7% |
| Q2 2022 | $1,750,000 | -0.5% | 67,555 | -0.4% | 0.44% | +20.1% |
| Q1 2022 | $1,759,000 | +57.1% | 67,856 | +57.8% | 0.37% | +61.4% |
| Q4 2021 | $1,120,000 | +4.7% | 42,991 | +5.2% | 0.23% | -0.9% |
| Q3 2021 | $1,070,000 | -1.2% | 40,861 | -1.0% | 0.23% | -3.4% |
| Q2 2021 | $1,083,000 | +1.1% | 41,260 | +1.5% | 0.24% | -8.1% |
| Q1 2021 | $1,071,000 | +9.4% | 40,660 | +9.4% | 0.26% | +2.4% |
| Q4 2020 | $979,000 | -0.8% | 37,150 | -0.3% | 0.25% | -10.6% |
| Q3 2020 | $987,000 | +1.8% | 37,250 | +1.5% | 0.28% | -5.0% |
| Q2 2020 | $970,000 | +3.5% | 36,705 | +1.8% | 0.30% | -16.3% |
| Q1 2020 | $937,000 | -1.7% | 36,040 | -1.0% | 0.36% | +21.1% |
| Q4 2019 | $953,000 | +25.6% | 36,420 | +25.5% | 0.29% | +14.4% |
| Q3 2019 | $759,000 | +0.1% | 29,030 | 0.0% | 0.26% | +4.0% |
| Q2 2019 | $758,000 | +4.6% | 29,030 | +3.8% | 0.25% | +0.8% |
| Q1 2019 | $725,000 | +18.7% | 27,960 | +17.3% | 0.24% | +5.6% |
| Q4 2018 | $611,000 | – | 23,840 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 89,990 | $2,345,000 | 2.38% |
| Gateway Advisory, LLC | 329,139 | $8,577,000 | 1.83% |
| SONATA CAPITAL GROUP INC | 109,698 | $2,859,000 | 1.20% |
| Praetorian Wealth Management, Inc. | 97,914 | $2,551,000 | 0.83% |
| SENTINEL PENSION ADVISORS INC | 98,917 | $2,578,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 434,342 | $11,319,000 | 0.75% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 13,058 | $340,000 | 0.58% |
| Paradiem, LLC | 62,819 | $1,634,000 | 0.53% |
| Stonebridge Capital Advisors LLC | 174,829 | $4,556,000 | 0.50% |
| First Affirmative Financial Network | 19,364 | $505,000 | 0.46% |