ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 70 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,000 | -87.5% | 102 | -89.1% | 0.00% | -83.3% |
| Q4 2019 | $24,000 | 0.0% | 932 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | -59.3% | 932 | -59.5% | 0.01% | -60.0% |
| Q2 2019 | $59,000 | -84.9% | 2,303 | -84.9% | 0.02% | -86.1% |
| Q1 2019 | $391,000 | -23.3% | 15,226 | -24.1% | 0.11% | -28.0% |
| Q4 2018 | $510,000 | +12.3% | 20,061 | +11.8% | 0.15% | +23.0% |
| Q3 2018 | $454,000 | +9.1% | 17,939 | +9.6% | 0.12% | +4.3% |
| Q2 2018 | $416,000 | -66.8% | 16,370 | -66.8% | 0.12% | -72.2% |
| Q1 2018 | $1,252,000 | -7.5% | 49,280 | -7.4% | 0.42% | +24.6% |
| Q4 2017 | $1,353,000 | -19.0% | 53,229 | -17.5% | 0.34% | -40.3% |
| Q3 2017 | $1,671,000 | -0.3% | 64,536 | -0.7% | 0.57% | -1.4% |
| Q2 2017 | $1,676,000 | +15.0% | 64,965 | +14.4% | 0.57% | +5.1% |
| Q1 2017 | $1,457,000 | +10.5% | 56,798 | +10.1% | 0.55% | -29.5% |
| Q4 2016 | $1,318,000 | – | 51,593 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 78,739 | $2,019,000 | 1.82% |
| Gateway Advisory, LLC | 198,261 | $5,083,000 | 1.08% |
| SENTINEL PENSION ADVISORS INC | 90,640 | $2,324,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 366,972 | $9,437,000 | 0.77% |
| Stonebridge Capital Advisors LLC | 430,091 | $11,043,000 | 0.70% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,486,000 | 0.68% |
| Paulson Wealth Management Inc. | 52,074 | $1,335,000 | 0.65% |
| Paradiem, LLC | 66,538 | $1,704,000 | 0.53% |
| Praetorian Wealth Management, Inc. | 57,853 | $1,483,000 | 0.50% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 370,614 | $9,503,000 | 0.39% |