ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 116 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 207,363 | $5,345,000 | 1.16% |
| Stonebridge Capital Advisors LLC | 245,145 | $6,319,000 | 0.96% |
| Paulson Wealth Management Inc. | 57,762 | $1,489,000 | 0.87% |
| SENTINEL PENSION ADVISORS INC | 84,153 | $2,169,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 354,162 | $9,129,000 | 0.79% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,494,000 | 0.74% |
| Praetorian Wealth Management, Inc. | 67,850 | $1,748,000 | 0.67% |
| Wealthquest Corp | 118,599 | $3,056,000 | 0.65% |
| Paradiem, LLC | 54,749 | $1,411,000 | 0.60% |
| Ferris Capital, LLC | 67,666 | $1,744,000 | 0.49% |