ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 153 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 2022 | $1,085,000 | +16.5% | 41,799 | +16.4% | 0.02% | +20.0% |
| Q2 2022 | $931,000 | -26.2% | 35,921 | -26.2% | 0.02% | +17.6% |
| Q1 2022 | $1,262,000 | +47.4% | 48,673 | +48.1% | 0.02% | -22.7% |
| Q4 2021 | $856,000 | -47.5% | 32,859 | -47.1% | 0.02% | -62.1% |
| Q2 2021 | $1,632,000 | -0.1% | 62,136 | +0.2% | 0.06% | -42.0% |
| Q1 2021 | $1,634,000 | +0.2% | 61,985 | +0.2% | 0.10% | -10.7% |
| Q4 2020 | $1,631,000 | -0.2% | 61,875 | +0.4% | 0.11% | -29.1% |
| Q3 2020 | $1,634,000 | +0.7% | 61,637 | +0.3% | 0.16% | -3.1% |
| Q2 2020 | $1,623,000 | +8.3% | 61,472 | +6.6% | 0.16% | -31.8% |
| Q1 2020 | $1,498,000 | – | 57,664 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 223,760 | $5,849,000 | 1.98% |
| Fusion Family Wealth LLC | 193,220 | $5,051,000 | 1.34% |
| MANAGED ACCOUNT SERVICES INC | 65,166 | $1,706,000 | 0.85% |
| Paulson Wealth Management Inc. | 42,844 | $1,120,000 | 0.84% |
| SONATA CAPITAL GROUP INC | 47,406 | $1,239,000 | 0.84% |
| Ferris Capital, LLC | 82,068 | $2,145,000 | 0.77% |
| Guidant Wealth Advisors | 72,935 | $1,907,000 | 0.71% |
| ALTERNA WEALTH MANAGEMENT, INC | 21,396 | $559,000 | 0.66% |
| Fieldpoint Private Securities, LLC | 61,850 | $1,617,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $766,000 | 0.57% |