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 | $904,000 | -6.8% | 35,358 | -6.5% | 0.20% | -8.5% |
| Q2 2021 | $970,000 | -2.0% | 37,836 | -2.9% | 0.21% | -10.9% |
| Q1 2021 | $990,000 | +6.3% | 38,946 | +7.9% | 0.24% | -0.4% |
| Q4 2020 | $931,000 | -2.9% | 36,111 | -2.4% | 0.24% | -12.7% |
| Q3 2020 | $959,000 | +1.4% | 37,011 | +1.5% | 0.28% | -5.5% |
| Q2 2020 | $946,000 | -3.7% | 36,466 | +0.2% | 0.29% | -22.2% |
| Q1 2020 | $982,000 | +3.7% | 36,386 | -1.0% | 0.37% | +28.1% |
| Q4 2019 | $947,000 | +25.6% | 36,766 | +25.7% | 0.29% | +14.5% |
| Q3 2019 | $754,000 | 0.0% | 29,245 | 0.0% | 0.26% | +3.7% |
| Q2 2019 | $754,000 | +4.3% | 29,245 | +3.9% | 0.25% | +0.8% |
| Q1 2019 | $723,000 | +18.5% | 28,160 | +17.4% | 0.24% | +5.2% |
| Q4 2018 | $610,000 | – | 23,990 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 78,739 | $2,019,000 | 1.82% |
| Gateway Advisory, LLC | 198,261 | $5,083,000 | 1.08% |
| SENTINEL PENSION ADVISORS INC | 90,640 | $2,324,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 366,972 | $9,437,000 | 0.77% |
| Stonebridge Capital Advisors LLC | 430,091 | $11,043,000 | 0.70% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,486,000 | 0.68% |
| Paulson Wealth Management Inc. | 52,074 | $1,335,000 | 0.65% |
| Paradiem, LLC | 66,538 | $1,704,000 | 0.53% |
| Praetorian Wealth Management, Inc. | 57,853 | $1,483,000 | 0.50% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 370,614 | $9,503,000 | 0.39% |