ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 101 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,776,000 | -0.1% | 69,432 | 0.0% | 0.39% | +1.0% |
| Q2 2021 | $1,777,000 | -0.4% | 69,432 | 0.0% | 0.39% | -6.7% |
| Q1 2021 | $1,785,000 | -0.3% | 69,432 | 0.0% | 0.42% | +2.5% |
| Q4 2020 | $1,790,000 | -0.6% | 69,432 | -0.1% | 0.41% | -23.4% |
| Q3 2020 | $1,800,000 | -18.7% | 69,488 | -18.6% | 0.53% | -28.9% |
| Q2 2020 | $2,214,000 | +25.4% | 85,360 | +23.4% | 0.75% | +9.9% |
| Q1 2020 | $1,765,000 | -0.3% | 69,200 | +0.7% | 0.68% | +31.3% |
| Q4 2019 | $1,770,000 | -0.1% | 68,700 | 0.0% | 0.52% | -19.3% |
| Q3 2019 | $1,771,000 | 0.0% | 68,700 | 0.0% | 0.64% | +15.7% |
| Q2 2019 | $1,771,000 | +11.9% | 68,700 | +11.3% | 0.56% | -15.3% |
| Q1 2019 | $1,583,000 | +0.8% | 61,700 | 0.0% | 0.66% | -5.9% |
| Q4 2018 | $1,570,000 | +0.6% | 61,700 | 0.0% | 0.70% | +17.8% |
| Q3 2018 | $1,561,000 | -0.5% | 61,700 | 0.0% | 0.59% | -1.8% |
| Q2 2018 | $1,569,000 | – | 61,700 | – | 0.60% | – |
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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% |