ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 108 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $493,000 | +0.8% | 19,287 | +1.2% | 0.01% | -7.7% |
| Q2 2021 | $489,000 | -1.4% | 19,053 | -1.3% | 0.01% | -13.3% |
| Q1 2021 | $496,000 | -26.0% | 19,295 | -25.8% | 0.02% | -31.8% |
| Q4 2020 | $670,000 | -3.2% | 26,001 | -2.6% | 0.02% | -8.3% |
| Q3 2020 | $692,000 | -0.1% | 26,702 | -0.1% | 0.02% | -11.1% |
| Q2 2020 | $693,000 | +12.7% | 26,724 | +10.8% | 0.03% | -10.0% |
| Q1 2020 | $615,000 | -84.8% | 24,118 | -84.7% | 0.03% | -81.4% |
| Q4 2019 | $4,050,000 | +7.9% | 157,253 | +8.1% | 0.16% | -3.6% |
| Q3 2019 | $3,752,000 | +0.4% | 145,525 | +0.4% | 0.17% | -27.1% |
| Q2 2019 | $3,736,000 | +23.1% | 144,927 | +22.5% | 0.23% | +16.8% |
| Q1 2019 | $3,036,000 | +134.8% | 118,317 | +132.8% | 0.20% | +136.1% |
| Q4 2018 | $1,293,000 | +101.4% | 50,815 | +100.3% | 0.08% | +69.4% |
| Q3 2018 | $642,000 | +10.1% | 25,373 | +10.3% | 0.05% | -7.5% |
| Q2 2018 | $583,000 | +149.1% | 23,011 | +148.8% | 0.05% | +96.3% |
| Q1 2018 | $234,000 | -77.3% | 9,250 | +23025.0% | 0.03% | – |
| Q2 2017 | $1,030,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
| Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
| Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
| Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
| Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
| Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
| Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |