ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 146 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,336,000 | -6.8% | 51,538 | -6.2% | 0.31% | -1.9% |
| Q4 2021 | $1,433,000 | -0.2% | 54,970 | -0.0% | 0.31% | +1.3% |
| Q3 2021 | $1,436,000 | -10.6% | 54,977 | -9.8% | 0.31% | -23.2% |
| Q1 2021 | $1,606,000 | -8.2% | 60,970 | -8.1% | 0.40% | -18.0% |
| Q4 2020 | $1,749,000 | -0.7% | 66,344 | -0.2% | 0.49% | -14.1% |
| Q3 2020 | $1,761,000 | +0.4% | 66,463 | +0.1% | 0.57% | -8.1% |
| Q2 2020 | $1,754,000 | +1.7% | 66,395 | +0.1% | 0.62% | -18.7% |
| Q1 2020 | $1,725,000 | -1.5% | 66,325 | -1.0% | 0.76% | +24.1% |
| Q4 2019 | $1,752,000 | -18.3% | 66,968 | -18.4% | 0.61% | -20.6% |
| Q3 2019 | $2,145,000 | +10.6% | 82,068 | +10.6% | 0.77% | +7.4% |
| Q2 2019 | $1,939,000 | +18.3% | 74,229 | +17.5% | 0.72% | +19.4% |
| Q1 2019 | $1,639,000 | +77.6% | 63,169 | +75.2% | 0.60% | +46.8% |
| Q4 2018 | $923,000 | +2394.6% | 36,052 | +2401.9% | 0.41% | +2633.3% |
| Q3 2018 | $37,000 | – | 1,441 | – | 0.02% | – |
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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% |