Ferris Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 76 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ferris Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,318,000
-14.4%
51,563
-13.9%
0.28%
-26.3%
Q1 2021$1,540,000
-11.7%
59,883
-11.5%
0.38%
-21.3%
Q4 2020$1,744,000
-0.7%
67,666
-0.2%
0.49%
-14.1%
Q3 2020$1,756,000
-0.1%
67,787
+0.1%
0.57%
-8.4%
Q2 2020$1,757,000
+1.8%
67,719
+0.1%
0.62%
-18.5%
Q1 2020$1,726,000
-1.9%
67,649
-0.9%
0.76%
+23.5%
Q4 2019$1,759,000
-19.0%
68,295
-18.9%
0.62%
-21.2%
Q3 2019$2,172,000
+10.8%
84,259
+10.8%
0.78%
+7.6%
Q2 2019$1,961,000
+17.4%
76,078
+16.9%
0.73%
+18.4%
Q1 2019$1,670,000
+68.7%
65,074
+67.2%
0.61%
+39.5%
Q4 2018$990,000
+2438.5%
38,914
+2430.2%
0.44%
+2833.3%
Q3 2018$39,0001,5380.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Gateway Advisory, LLC 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders