ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| 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% |