ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 128 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $239,000 | -22.7% | 9,062 | -23.8% | 0.02% | -25.9% |
| Q1 2020 | $309,000 | -6.4% | 11,894 | -5.7% | 0.03% | -10.0% |
| Q4 2019 | $330,000 | 0.0% | 12,614 | 0.0% | 0.03% | -6.2% |
| Q3 2019 | $330,000 | +0.3% | 12,614 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $329,000 | +63.7% | 12,614 | +62.5% | 0.03% | +60.0% |
| Q1 2019 | $201,000 | – | 7,762 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 56,131 | $1,460,000 | 2.08% |
| Gateway Advisory, LLC | 230,762 | $6,002,000 | 2.02% |
| LifeSteps Financial, Inc. | 66,357 | $1,726,000 | 1.99% |
| SONATA CAPITAL GROUP INC | 59,806 | $1,556,000 | 1.17% |
| Fusion Family Wealth LLC | 164,619 | $4,282,000 | 1.15% |
| SENTINEL PENSION ADVISORS INC | 79,929 | $2,079,000 | 1.01% |
| Paulson Wealth Management Inc. | 40,651 | $1,058,000 | 0.81% |
| MANAGED ACCOUNT SERVICES INC | 63,675 | $1,631,000 | 0.79% |
| Stonebridge Capital Advisors LLC | 140,694 | $3,659,000 | 0.77% |
| Ferris Capital, LLC | 66,325 | $1,725,000 | 0.76% |