ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 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 2022 | $2,156,000 | +17.9% | 83,245 | +17.9% | 0.00% | 0.0% |
| Q2 2022 | $1,829,000 | +237.5% | 70,584 | +237.3% | 0.00% | – |
| Q1 2022 | $542,000 | -48.7% | 20,929 | -48.4% | 0.00% | – |
| Q4 2021 | $1,057,000 | -32.8% | 40,579 | -32.5% | 0.00% | -100.0% |
| Q3 2021 | $1,574,000 | +261.8% | 60,121 | +262.7% | 0.00% | – |
| Q2 2021 | $435,000 | -52.7% | 16,577 | -52.5% | 0.00% | – |
| Q1 2021 | $920,000 | +37.9% | 34,926 | +38.8% | 0.00% | – |
| Q3 2020 | $667,000 | -94.0% | 25,162 | -94.1% | 0.00% | -100.0% |
| Q1 2020 | $11,094,000 | +849.8% | 426,529 | +853.5% | 0.01% | +450.0% |
| Q2 2019 | $1,168,000 | -56.8% | 44,734 | -57.7% | 0.00% | -66.7% |
| Q4 2018 | $2,706,000 | +63.5% | 105,650 | +62.2% | 0.01% | +100.0% |
| Q3 2018 | $1,655,000 | +73.5% | 65,137 | +74.2% | 0.00% | +50.0% |
| Q2 2018 | $954,000 | -52.6% | 37,393 | -52.6% | 0.00% | -60.0% |
| Q1 2018 | $2,012,000 | -26.3% | 78,899 | -25.8% | 0.01% | -37.5% |
| Q4 2017 | $2,729,000 | +263.9% | 106,283 | +268.6% | 0.01% | +166.7% |
| Q2 2017 | $750,000 | -54.8% | 28,837 | -56.0% | 0.00% | -57.1% |
| Q4 2016 | $1,659,000 | +39.3% | 65,465 | +44.7% | 0.01% | +16.7% |
| Q3 2016 | $1,191,000 | +236.4% | 45,234 | +238.1% | 0.01% | +200.0% |
| Q2 2016 | $354,000 | -80.2% | 13,380 | -80.5% | 0.00% | -80.0% |
| Q1 2016 | $1,784,000 | +7.6% | 68,491 | +6.1% | 0.01% | 0.0% |
| Q4 2015 | $1,658,000 | +424.7% | 64,525 | +419.0% | 0.01% | +400.0% |
| Q3 2015 | $316,000 | – | 12,432 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 317,663 | $8,234,000 | 2.24% |
| Paradigm, Strategies in Wealth Management, LLC | 70,824 | $1,836,000 | 1.92% |
| SONATA CAPITAL GROUP INC | 108,843 | $2,821,000 | 1.24% |
| SENTINEL PENSION ADVISORS INC | 97,721 | $2,533,000 | 0.86% |
| Praetorian Wealth Management, Inc. | 89,791 | $2,327,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 387,152 | $10,035,000 | 0.69% |
| Paradiem, LLC | 62,819 | $1,627,000 | 0.53% |
| Virginia National Bank | 17,045 | $442,000 | 0.50% |
| Stonebridge Capital Advisors LLC | 175,006 | $4,536,000 | 0.49% |
| AllSquare Wealth Management LLC | 29,290 | $759,000 | 0.46% |