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 | $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 | 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% |