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 | $2,175,000 | -24.0% | 85,064 | -23.8% | 0.25% | -24.3% |
| Q2 2021 | $2,860,000 | -14.9% | 111,583 | -14.6% | 0.33% | -32.5% |
| Q1 2021 | $3,361,000 | +7.3% | 130,718 | +7.5% | 0.50% | +3.6% |
| Q4 2020 | $3,133,000 | +9.0% | 121,561 | +9.6% | 0.48% | -0.4% |
| Q3 2020 | $2,873,000 | +95.2% | 110,893 | +95.3% | 0.48% | +83.2% |
| Q2 2020 | $1,472,000 | +14.3% | 56,778 | +12.4% | 0.26% | -1.5% |
| Q1 2020 | $1,288,000 | +176.4% | 50,492 | +178.6% | 0.27% | +212.9% |
| Q4 2019 | $466,000 | +129.6% | 18,125 | +129.8% | 0.08% | +123.7% |
| Q3 2019 | $203,000 | – | 7,886 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 78,739 | $2,019,000 | 1.82% |
| Gateway Advisory, LLC | 198,261 | $5,083,000 | 1.08% |
| SENTINEL PENSION ADVISORS INC | 90,640 | $2,324,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 366,972 | $9,437,000 | 0.77% |
| Stonebridge Capital Advisors LLC | 430,091 | $11,043,000 | 0.70% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,486,000 | 0.68% |
| Paulson Wealth Management Inc. | 52,074 | $1,335,000 | 0.65% |
| Paradiem, LLC | 66,538 | $1,704,000 | 0.53% |
| Praetorian Wealth Management, Inc. | 57,853 | $1,483,000 | 0.50% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 370,614 | $9,503,000 | 0.39% |