ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $120,000 | -18.4% | 4,696 | -18.2% | 0.01% | +25.0% |
| Q1 2021 | $147,000 | +31.2% | 5,739 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $112,000 | -0.9% | 5,739 | +31.2% | 0.00% | -33.3% |
| Q3 2020 | $113,000 | 0.0% | 4,375 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $113,000 | +41.2% | 4,375 | +40.2% | 0.01% | +20.0% |
| Q1 2020 | $80,000 | 0.0% | 3,121 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $80,000 | – | 3,121 | – | 0.00% | – |
Download | ||||||
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% |