ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 135 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $591,000 | -56.1% | 23,136 | -55.8% | 0.00% | -66.7% |
| Q2 2021 | $1,346,000 | -10.4% | 52,300 | -10.5% | 0.00% | -25.0% |
| Q1 2021 | $1,503,000 | +49.7% | 58,409 | +49.9% | 0.00% | +33.3% |
| Q4 2020 | $1,004,000 | -10.0% | 38,967 | -9.5% | 0.00% | 0.0% |
| Q3 2020 | $1,115,000 | +3.7% | 43,040 | +3.9% | 0.00% | -25.0% |
| Q2 2020 | $1,075,000 | +15.7% | 41,432 | +13.7% | 0.00% | 0.0% |
| Q1 2020 | $929,000 | – | 36,450 | – | 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% |