ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 118 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,000 | 0.0% | 397 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 397 | +0.3% | 0.00% | -33.3% |
| Q1 2021 | $10,000 | 0.0% | 396 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | 0.0% | 395 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 394 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 392 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -80.0% | 392 | -77.8% | 0.00% | -76.9% |
| Q4 2019 | $45,000 | -35.7% | 1,765 | -35.4% | 0.01% | -45.8% |
| Q3 2019 | $70,000 | -53.6% | 2,731 | -53.3% | 0.02% | -57.1% |
| Q2 2019 | $151,000 | -24.9% | 5,850 | -25.5% | 0.06% | -36.4% |
| Q1 2019 | $201,000 | -2.0% | 7,848 | -2.4% | 0.09% | -25.4% |
| Q4 2018 | $205,000 | – | 8,041 | – | 0.12% | – |
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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% |