ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 68 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $238,000 | +1.3% | 9,272 | +1.9% | 0.00% | 0.0% |
Q4 2020 | $235,000 | +10.3% | 9,099 | +10.8% | 0.00% | 0.0% |
Q3 2020 | $213,000 | -6.2% | 8,214 | -6.3% | 0.00% | 0.0% |
Q2 2020 | $227,000 | -29.7% | 8,763 | -30.9% | 0.00% | 0.0% |
Q1 2020 | $323,000 | -8.2% | 12,680 | -7.1% | 0.00% | 0.0% |
Q4 2019 | $352,000 | +34.4% | 13,646 | +34.5% | 0.00% | 0.0% |
Q3 2019 | $262,000 | +7.4% | 10,146 | +7.2% | 0.00% | 0.0% |
Q2 2019 | $244,000 | +0.8% | 9,468 | +0.2% | 0.00% | 0.0% |
Q1 2019 | $242,000 | +0.8% | 9,448 | 0.0% | 0.00% | -50.0% |
Q4 2018 | $240,000 | +0.8% | 9,448 | +0.2% | 0.00% | +100.0% |
Q3 2018 | $238,000 | -7.8% | 9,430 | -7.0% | 0.00% | -50.0% |
Q2 2018 | $258,000 | +24.6% | 10,143 | +24.3% | 0.00% | +100.0% |
Q1 2018 | $207,000 | -3.3% | 8,158 | -1.4% | 0.00% | -50.0% |
Q3 2017 | $214,000 | -2.7% | 8,275 | -1.5% | 0.00% | 0.0% |
Q2 2016 | $220,000 | +1.4% | 8,400 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $217,000 | – | 8,400 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gateway Advisory, LLC | 228,038 | $5,797,000 | 1.60% |
Asset Dedication, LLC | 86,687 | $2,205,000 | 0.89% |
Vigilant Capital Management, LLC | 252,479 | $6,418,000 | 0.84% |
Roof Eidam Maycock Peralta, LLC | 43,485 | $1,105,000 | 0.54% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 114,997 | $2,923,000 | 0.34% |
MANAGED ACCOUNT SERVICES INC | 20,404 | $519,000 | 0.34% |
Fusion Family Wealth LLC | 53,229 | $1,353,000 | 0.34% |
Denver PWM, LLC | 15,289 | $389,000 | 0.29% |
Altium Wealth Management LLC | 23,409 | $595,000 | 0.27% |
LINCOLN NATIONAL CORP | 315,435 | $8,018,000 | 0.24% |