ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $891,000 | -0.6% | 34,836 | -0.3% | 0.03% | -9.4% |
| Q2 2021 | $896,000 | -12.9% | 34,952 | -12.6% | 0.03% | -23.8% |
| Q1 2021 | $1,029,000 | +2.3% | 40,012 | +2.5% | 0.04% | -12.5% |
| Q4 2020 | $1,006,000 | +19.5% | 39,030 | +20.1% | 0.05% | -7.7% |
| Q3 2020 | $842,000 | +3.4% | 32,485 | +3.5% | 0.05% | -11.9% |
| Q2 2020 | $814,000 | +7.8% | 31,380 | +6.0% | 0.06% | -15.7% |
| Q1 2020 | $755,000 | -11.5% | 29,605 | -10.6% | 0.07% | -2.8% |
| Q4 2019 | $853,000 | +2.9% | 33,131 | +3.0% | 0.07% | -22.6% |
| Q3 2019 | $829,000 | +107.2% | 32,152 | +75.8% | 0.09% | +78.8% |
| Q2 2019 | $400,000 | +30.7% | 18,291 | +53.6% | 0.05% | 0.0% |
| Q1 2019 | $306,000 | +29.7% | 11,907 | +28.6% | 0.05% | -18.8% |
| Q4 2018 | $236,000 | +5.8% | 9,261 | +4.8% | 0.06% | -4.5% |
| Q3 2018 | $223,000 | +5.7% | 8,835 | +5.9% | 0.07% | -6.9% |
| Q2 2018 | $211,000 | 0.0% | 8,345 | 0.0% | 0.07% | -15.3% |
| Q1 2018 | $211,000 | -0.9% | 8,345 | 0.0% | 0.08% | -6.6% |
| Q4 2017 | $213,000 | – | 8,345 | – | 0.09% | – |
Download | ||||||
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% |