ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 124 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $280,000 | -50.6% | 10,810 | -50.6% | 0.02% | -45.9% |
| Q1 2022 | $567,000 | +2.2% | 21,873 | +2.8% | 0.04% | +2.8% |
| Q4 2021 | $555,000 | +6.5% | 21,278 | +6.9% | 0.04% | -2.7% |
| Q3 2021 | $521,000 | +4.8% | 19,910 | +5.3% | 0.04% | +2.8% |
| Q2 2021 | $497,000 | -6.2% | 18,913 | -6.0% | 0.04% | -16.3% |
| Q1 2021 | $530,000 | -35.6% | 20,124 | -35.5% | 0.04% | -41.1% |
| Q4 2020 | $823,000 | -18.8% | 31,212 | -18.4% | 0.07% | -30.5% |
| Q3 2020 | $1,013,000 | -0.4% | 38,236 | -0.7% | 0.10% | -7.9% |
| Q2 2020 | $1,017,000 | -0.8% | 38,503 | -2.3% | 0.11% | -19.1% |
| Q1 2020 | $1,025,000 | -1.3% | 39,390 | -0.8% | 0.14% | +13.7% |
| Q4 2019 | $1,039,000 | -7.1% | 39,720 | -7.1% | 0.12% | -17.9% |
| Q3 2019 | $1,118,000 | +33.3% | 42,775 | +33.2% | 0.15% | +23.8% |
| Q2 2019 | $839,000 | -0.8% | 32,112 | -1.5% | 0.12% | -9.6% |
| Q1 2019 | $846,000 | +69.2% | 32,612 | +67.2% | 0.14% | +40.6% |
| Q4 2018 | $500,000 | -20.3% | 19,506 | -21.0% | 0.10% | -20.0% |
| Q3 2018 | $627,000 | +38.7% | 24,687 | +39.3% | 0.12% | -0.8% |
| Q2 2018 | $452,000 | -11.2% | 17,723 | -11.2% | 0.12% | -39.5% |
| Q1 2018 | $509,000 | +37.9% | 19,961 | +39.3% | 0.20% | +18.3% |
| Q4 2017 | $369,000 | – | 14,334 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 56,131 | $1,460,000 | 2.08% |
| Gateway Advisory, LLC | 230,762 | $6,002,000 | 2.02% |
| LifeSteps Financial, Inc. | 66,357 | $1,726,000 | 1.99% |
| SONATA CAPITAL GROUP INC | 59,806 | $1,556,000 | 1.17% |
| Fusion Family Wealth LLC | 164,619 | $4,282,000 | 1.15% |
| SENTINEL PENSION ADVISORS INC | 79,929 | $2,079,000 | 1.01% |
| Paulson Wealth Management Inc. | 40,651 | $1,058,000 | 0.81% |
| MANAGED ACCOUNT SERVICES INC | 63,675 | $1,631,000 | 0.79% |
| Stonebridge Capital Advisors LLC | 140,694 | $3,659,000 | 0.77% |
| Ferris Capital, LLC | 66,325 | $1,725,000 | 0.76% |