ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 135 filers reported holding ISHARES TR in Q1 2021. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |