ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 118 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $413,000 | +29.1% | 16,027 | +29.0% | 0.00% | +50.0% |
| Q3 2019 | $320,000 | +2.6% | 12,424 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $312,000 | +22.4% | 12,113 | +21.6% | 0.00% | 0.0% |
| Q1 2019 | $255,000 | +82.1% | 9,965 | +81.6% | 0.00% | +100.0% |
| Q4 2018 | $140,000 | +351.6% | 5,488 | +357.3% | 0.00% | – |
| Q4 2017 | $31,000 | 0.0% | 1,200 | 0.0% | 0.00% | – |
| Q3 2017 | $31,000 | 0.0% | 1,200 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $31,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | – | 1,200 | – | 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% |