ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 118 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 2021 | $621,000 | +5.1% | 24,258 | +5.3% | 0.02% | +5.3% |
| Q2 2021 | $591,000 | +6.3% | 23,035 | +6.5% | 0.02% | -9.5% |
| Q1 2021 | $556,000 | +72.7% | 21,635 | +73.3% | 0.02% | +61.5% |
| Q4 2020 | $322,000 | -4.2% | 12,486 | -3.8% | 0.01% | -18.8% |
| Q3 2020 | $336,000 | +119.6% | 12,978 | +116.3% | 0.02% | +60.0% |
| Q1 2020 | $153,000 | -0.6% | 6,001 | +0.2% | 0.01% | +25.0% |
| Q4 2019 | $154,000 | – | 5,992 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 200,236 | $5,194,000 | 1.52% |
| Praetorian Wealth Management, Inc. | 84,114 | $2,182,000 | 1.07% |
| Paulson Wealth Management Inc. | 55,827 | $1,448,000 | 1.01% |
| Stonebridge Capital Advisors LLC | 191,689 | $4,972,000 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 82,210 | $2,133,000 | 0.89% |
| Wealthquest Corp | 129,888 | $3,369,000 | 0.86% |
| SONATA CAPITAL GROUP INC | 47,800 | $1,240,000 | 0.79% |
| Fieldpoint Private Securities, LLC | 85,360 | $2,214,000 | 0.75% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 289,894 | $7,520,000 | 0.73% |
| Ferris Capital, LLC | 67,719 | $1,757,000 | 0.62% |