ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2021. 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 | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |