ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 135 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $638,000 | -0.2% | 24,933 | 0.0% | 0.26% | -1.2% |
| Q2 2021 | $639,000 | -0.3% | 24,933 | 0.0% | 0.26% | -8.8% |
| Q1 2021 | $641,000 | -0.3% | 24,933 | 0.0% | 0.28% | -4.1% |
| Q4 2020 | $643,000 | -0.5% | 24,933 | 0.0% | 0.30% | -12.4% |
| Q3 2020 | $646,000 | -0.2% | 24,933 | 0.0% | 0.34% | -4.2% |
| Q2 2020 | $647,000 | +5.7% | 24,933 | +4.0% | 0.35% | -9.7% |
| Q1 2020 | $612,000 | -1.0% | 23,973 | 0.0% | 0.39% | +19.9% |
| Q4 2019 | $618,000 | +19.3% | 23,973 | +19.3% | 0.33% | +9.8% |
| Q3 2019 | $518,000 | 0.0% | 20,093 | 0.0% | 0.30% | +7.6% |
| Q2 2019 | $518,000 | +0.4% | 20,093 | 0.0% | 0.28% | -11.5% |
| Q1 2019 | $516,000 | +1.0% | 20,093 | 0.0% | 0.31% | -8.8% |
| Q4 2018 | $511,000 | +0.6% | 20,093 | 0.0% | 0.34% | +10.7% |
| Q3 2018 | $508,000 | – | 20,093 | – | 0.31% | – |
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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% |