ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 filers reported holding ISHARES TR in Q2 2021. 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 ↓ |
---|---|---|---|
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% |