ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 34 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $34,000 | +3.0% | 1,307 | 0.0% | 0.02% | +11.1% |
| Q4 2018 | $33,000 | +725.0% | 1,307 | +771.3% | 0.02% | +800.0% |
| Q3 2018 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | -75.0% | 150 | -76.1% | 0.00% | -66.7% |
| Q1 2018 | $16,000 | 0.0% | 628 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $16,000 | 0.0% | 628 | 0.0% | 0.01% | -22.2% |
| Q3 2017 | $16,000 | -99.5% | 628 | -99.5% | 0.01% | -99.4% |
| Q2 2017 | $3,205,000 | +25.2% | 124,221 | +24.4% | 1.48% | +27.4% |
| Q1 2017 | $2,560,000 | +9.5% | 99,827 | +8.0% | 1.16% | -2.1% |
| Q4 2016 | $2,338,000 | +17.5% | 92,473 | +20.8% | 1.19% | +36.2% |
| Q3 2016 | $1,989,000 | +1243.9% | 76,558 | +1255.0% | 0.87% | +1429.8% |
| Q2 2016 | $148,000 | +57.4% | 5,650 | +54.8% | 0.06% | +32.6% |
| Q1 2016 | $94,000 | – | 3,650 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 200,236 | $5,194,000 | 1.52% |
| Praetorian Wealth Management, Inc. | 84,114 | $2,182,000 | 1.07% |
| Paulson Wealth Management Inc. | 55,827 | $1,448,000 | 1.01% |
| Stonebridge Capital Advisors LLC | 191,689 | $4,972,000 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 82,210 | $2,133,000 | 0.89% |
| Wealthquest Corp | 129,888 | $3,369,000 | 0.86% |
| SONATA CAPITAL GROUP INC | 47,800 | $1,240,000 | 0.79% |
| Fieldpoint Private Securities, LLC | 85,360 | $2,214,000 | 0.75% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 289,894 | $7,520,000 | 0.73% |
| Ferris Capital, LLC | 67,719 | $1,757,000 | 0.62% |