ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 142 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,259,000 | -33.4% | 48,627 | -33.4% | 0.17% | -29.3% |
| Q2 2022 | $1,891,000 | -11.4% | 72,986 | -11.4% | 0.24% | -0.8% |
| Q1 2022 | $2,135,000 | +9.9% | 82,370 | +10.5% | 0.24% | +15.1% |
| Q4 2021 | $1,942,000 | +16.8% | 74,558 | +17.3% | 0.21% | +9.8% |
| Q3 2021 | $1,663,000 | -1.2% | 63,553 | -0.9% | 0.19% | -2.0% |
| Q2 2021 | $1,684,000 | +9.0% | 64,162 | +9.3% | 0.20% | -13.6% |
| Q1 2021 | $1,545,000 | -2.6% | 58,703 | -2.5% | 0.23% | -5.8% |
| Q4 2020 | $1,586,000 | -0.6% | 60,202 | -0.1% | 0.24% | -9.4% |
| Q3 2020 | $1,596,000 | +7.0% | 60,242 | +6.7% | 0.27% | +0.8% |
| Q2 2020 | $1,491,000 | +14.1% | 56,472 | +12.4% | 0.26% | -1.9% |
| Q1 2020 | $1,307,000 | +154.3% | 50,260 | +155.4% | 0.27% | +187.2% |
| Q4 2019 | $514,000 | +153.2% | 19,679 | +152.4% | 0.09% | +147.4% |
| Q3 2019 | $203,000 | – | 7,798 | – | 0.04% | – |
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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% |