ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 124 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 2022 | $241,000 | +0.8% | 9,323 | +1.1% | 0.01% | 0.0% |
| Q2 2022 | $239,000 | +3.0% | 9,226 | +3.2% | 0.01% | +14.3% |
| Q1 2022 | $232,000 | -0.4% | 8,941 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $233,000 | +5.4% | 8,941 | +6.1% | 0.01% | 0.0% |
| Q3 2021 | $221,000 | 0.0% | 8,426 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $221,000 | -0.5% | 8,426 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $222,000 | -1.8% | 8,426 | -1.6% | 0.01% | -11.1% |
| Q4 2020 | $226,000 | -0.4% | 8,566 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $227,000 | +0.4% | 8,566 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $226,000 | +1.3% | 8,566 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $223,000 | -0.4% | 8,566 | 0.0% | 0.01% | +27.3% |
| Q4 2019 | $224,000 | +1.8% | 8,566 | +1.7% | 0.01% | -8.3% |
| Q3 2019 | $220,000 | 0.0% | 8,426 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $220,000 | – | 8,426 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |