ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| 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% |