ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |