ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,070,000 | -19.9% | 41,830 | -19.7% | 0.51% | -21.4% |
| Q2 2021 | $1,335,000 | -8.4% | 52,074 | -8.3% | 0.65% | -10.8% |
| Q1 2021 | $1,458,000 | -2.1% | 56,760 | -1.7% | 0.72% | -16.5% |
| Q4 2020 | $1,489,000 | +0.9% | 57,762 | +1.4% | 0.87% | -9.0% |
| Q3 2020 | $1,475,000 | +1.9% | 56,938 | +2.0% | 0.95% | -6.0% |
| Q2 2020 | $1,448,000 | +0.8% | 55,827 | -0.3% | 1.01% | -8.0% |
| Q1 2020 | $1,437,000 | -9.7% | 56,011 | -9.0% | 1.10% | -2.0% |
| Q4 2019 | $1,591,000 | -3.5% | 61,554 | -3.8% | 1.12% | -9.5% |
| Q3 2019 | $1,649,000 | +4.2% | 63,968 | +4.4% | 1.24% | +5.3% |
| Q2 2019 | $1,583,000 | +26.0% | 61,281 | +25.2% | 1.18% | +23.8% |
| Q1 2019 | $1,256,000 | +2.1% | 48,938 | +1.5% | 0.95% | -6.1% |
| Q4 2018 | $1,230,000 | +200.7% | 48,199 | +196.8% | 1.02% | +176.6% |
| Q3 2018 | $409,000 | +47.1% | 16,237 | +48.7% | 0.37% | +33.5% |
| Q2 2018 | $278,000 | -2.5% | 10,916 | -2.6% | 0.28% | -3.2% |
| Q1 2018 | $285,000 | +25.6% | 11,208 | +25.4% | 0.28% | +42.7% |
| Q4 2017 | $227,000 | – | 8,935 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
| Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
| Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
| Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
| Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
| Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
| Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |