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 | $2,504,000 | -8.9% | 96,660 | -8.9% | 0.00% | 0.0% |
| Q2 2022 | $2,748,000 | -13.7% | 106,080 | -13.6% | 0.00% | 0.0% |
| Q1 2022 | $3,183,000 | -35.7% | 122,797 | -35.4% | 0.00% | 0.0% |
| Q4 2021 | $4,953,000 | +0.1% | 190,070 | +0.6% | 0.00% | -50.0% |
| Q3 2021 | $4,949,000 | -13.4% | 189,029 | -13.1% | 0.00% | 0.0% |
| Q2 2021 | $5,715,000 | -40.8% | 217,624 | -40.7% | 0.00% | -33.3% |
| Q1 2021 | $9,659,000 | +1.5% | 366,789 | +1.6% | 0.00% | 0.0% |
| Q4 2020 | $9,520,000 | -1.4% | 361,133 | -0.9% | 0.00% | -25.0% |
| Q3 2020 | $9,654,000 | -7.4% | 364,309 | -7.7% | 0.00% | 0.0% |
| Q2 2020 | $10,428,000 | -18.8% | 394,714 | -20.1% | 0.00% | -33.3% |
| Q1 2020 | $12,849,000 | +19.0% | 494,016 | +19.7% | 0.01% | +50.0% |
| Q4 2019 | $10,798,000 | -2.6% | 412,678 | -2.7% | 0.00% | 0.0% |
| Q3 2019 | $11,083,000 | -2.6% | 423,982 | -2.7% | 0.00% | 0.0% |
| Q2 2019 | $11,384,000 | -0.4% | 435,842 | -1.0% | 0.00% | -20.0% |
| Q1 2019 | $11,424,000 | +20.3% | 440,438 | +18.8% | 0.01% | +25.0% |
| Q4 2018 | $9,500,000 | -4.0% | 370,864 | -4.8% | 0.00% | 0.0% |
| Q3 2018 | $9,893,000 | +3.3% | 389,371 | +3.7% | 0.00% | 0.0% |
| Q2 2018 | $9,578,000 | -1.8% | 375,319 | -1.9% | 0.00% | 0.0% |
| Q1 2018 | $9,757,000 | +151.7% | 382,652 | +153.5% | 0.00% | +100.0% |
| Q4 2017 | $3,876,000 | -15.1% | 150,970 | -13.8% | 0.00% | 0.0% |
| Q3 2017 | $4,566,000 | +17.3% | 175,157 | +17.1% | 0.00% | 0.0% |
| Q2 2017 | $3,891,000 | -19.4% | 149,601 | -20.2% | 0.00% | -33.3% |
| Q1 2017 | $4,827,000 | +1.6% | 187,542 | -0.0% | 0.00% | 0.0% |
| Q4 2016 | $4,753,000 | +29.9% | 187,569 | +35.0% | 0.00% | +50.0% |
| Q3 2016 | $3,659,000 | +13.1% | 138,900 | +13.5% | 0.00% | 0.0% |
| Q2 2016 | $3,235,000 | +23.3% | 122,360 | +21.5% | 0.00% | 0.0% |
| Q1 2016 | $2,624,000 | +72.9% | 100,713 | +70.5% | 0.00% | +100.0% |
| Q4 2015 | $1,518,000 | +30260.0% | 59,059 | +32529.3% | 0.00% | – |
| Q3 2015 | $5,000 | – | 181 | – | 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% |