ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,264,000 | -5.9% | 48,841 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $1,343,000 | -55.8% | 51,781 | +79.2% | 0.00% | -50.0% |
| Q1 2022 | $3,037,000 | +274.9% | 28,890 | -7.0% | 0.01% | +200.0% |
| Q4 2021 | $810,000 | +1.1% | 31,076 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $801,000 | -9.0% | 30,601 | -8.7% | 0.00% | 0.0% |
| Q2 2021 | $880,000 | +2.1% | 33,530 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $862,000 | +41.3% | 32,729 | +41.6% | 0.00% | 0.0% |
| Q4 2020 | $610,000 | +21.5% | 23,113 | +22.0% | 0.00% | 0.0% |
| Q3 2020 | $502,000 | -7.4% | 18,947 | -7.7% | 0.00% | 0.0% |
| Q2 2020 | $542,000 | -8.4% | 20,524 | -10.0% | 0.00% | 0.0% |
| Q1 2020 | $592,000 | – | 22,814 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 317,663 | $8,234,000 | 2.24% |
| Paradigm, Strategies in Wealth Management, LLC | 70,824 | $1,836,000 | 1.92% |
| SONATA CAPITAL GROUP INC | 108,843 | $2,821,000 | 1.24% |
| SENTINEL PENSION ADVISORS INC | 97,721 | $2,533,000 | 0.86% |
| Praetorian Wealth Management, Inc. | 89,791 | $2,327,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 387,152 | $10,035,000 | 0.69% |
| Paradiem, LLC | 62,819 | $1,627,000 | 0.53% |
| Virginia National Bank | 17,045 | $442,000 | 0.50% |
| Stonebridge Capital Advisors LLC | 175,006 | $4,536,000 | 0.49% |
| AllSquare Wealth Management LLC | 29,290 | $759,000 | 0.46% |