ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $596,000 | +16.4% | 23,297 | +16.6% | 0.18% | +16.7% |
| Q2 2021 | $512,000 | -0.4% | 19,979 | 0.0% | 0.16% | -6.0% |
| Q1 2021 | $514,000 | +10.5% | 19,979 | +10.7% | 0.17% | +1.8% |
| Q4 2020 | $465,000 | -2.5% | 18,041 | -2.1% | 0.16% | -15.1% |
| Q3 2020 | $477,000 | +174.1% | 18,428 | +173.3% | 0.19% | +255.6% |
| Q2 2020 | $174,000 | +54.0% | 6,744 | +51.7% | 0.05% | +8.0% |
| Q1 2020 | $113,000 | – | 4,446 | – | 0.05% | – |
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% |