ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $235,000 | -2.1% | 9,077 | -2.2% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -16.4% | 9,280 | -16.2% | 0.01% | -16.7% |
| Q1 2022 | $287,000 | +13.9% | 11,078 | +14.5% | 0.01% | +50.0% |
| Q4 2021 | $252,000 | +15.6% | 9,672 | +17.1% | 0.00% | -50.0% |
| Q1 2021 | $218,000 | -0.5% | 8,262 | -0.4% | 0.01% | -11.1% |
| Q4 2020 | $219,000 | -9.5% | 8,293 | -12.2% | 0.01% | -59.1% |
| Q4 2017 | $242,000 | -6.6% | 9,440 | -5.0% | 0.02% | -4.3% |
| Q3 2017 | $259,000 | +27.0% | 9,940 | +26.6% | 0.02% | +21.1% |
| Q2 2017 | $204,000 | 0.0% | 7,849 | -0.8% | 0.02% | -9.5% |
| Q1 2017 | $204,000 | – | 7,913 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 56,131 | $1,460,000 | 2.08% |
| Gateway Advisory, LLC | 230,762 | $6,002,000 | 2.02% |
| LifeSteps Financial, Inc. | 66,357 | $1,726,000 | 1.99% |
| SONATA CAPITAL GROUP INC | 59,806 | $1,556,000 | 1.17% |
| Fusion Family Wealth LLC | 164,619 | $4,282,000 | 1.15% |
| SENTINEL PENSION ADVISORS INC | 79,929 | $2,079,000 | 1.01% |
| Paulson Wealth Management Inc. | 40,651 | $1,058,000 | 0.81% |
| MANAGED ACCOUNT SERVICES INC | 63,675 | $1,631,000 | 0.79% |
| Stonebridge Capital Advisors LLC | 140,694 | $3,659,000 | 0.77% |
| Ferris Capital, LLC | 66,325 | $1,725,000 | 0.76% |