ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 120 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $459,000 | -30.3% | 17,845 | -30.2% | 0.16% | -31.8% |
| Q4 2020 | $659,000 | -13.5% | 25,570 | -13.0% | 0.23% | -22.1% |
| Q3 2020 | $762,000 | +15.1% | 29,393 | +15.2% | 0.30% | +1.4% |
| Q2 2020 | $662,000 | +1.7% | 25,522 | +0.1% | 0.30% | -18.5% |
| Q1 2020 | $651,000 | -11.3% | 25,500 | -10.5% | 0.36% | +16.0% |
| Q4 2019 | $734,000 | 0.0% | 28,502 | +0.2% | 0.31% | -3.7% |
| Q3 2019 | $734,000 | +0.1% | 28,459 | +0.1% | 0.32% | -4.1% |
| Q2 2019 | $733,000 | +0.5% | 28,426 | +0.1% | 0.34% | -4.8% |
| Q1 2019 | $729,000 | +1.0% | 28,393 | -0.0% | 0.36% | -18.9% |
| Q4 2018 | $722,000 | – | 28,394 | – | 0.44% | – |
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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% |