ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 119 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $35,000 | 0.0% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | 0.0% | 1,364 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $35,000 | 0.0% | 1,364 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $35,000 | +40.0% | 1,364 | +39.8% | 0.01% | +20.0% |
| Q3 2020 | $25,000 | 0.0% | 976 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | 0.0% | 976 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $25,000 | 0.0% | 976 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $25,000 | – | 976 | – | 0.01% | – |
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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% |