ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 92 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $413,000 | +3.5% | 15,665 | +4.1% | 0.52% | -9.9% |
| Q3 2020 | $399,000 | +5.8% | 15,051 | +5.6% | 0.58% | +28.4% |
| Q2 2020 | $377,000 | -14.7% | 14,253 | -16.2% | 0.45% | -29.6% |
| Q1 2020 | $442,000 | -8.9% | 17,002 | -8.3% | 0.64% | +18.6% |
| Q4 2019 | $485,000 | -13.2% | 18,551 | -13.3% | 0.54% | -18.5% |
| Q3 2019 | $559,000 | +34.4% | 21,396 | +34.2% | 0.66% | +32.2% |
| Q2 2019 | $416,000 | -16.5% | 15,946 | -16.9% | 0.50% | +18.8% |
| Q1 2019 | $498,000 | +70.5% | 19,199 | +68.7% | 0.42% | +777.1% |
| Q4 2018 | $292,000 | – | 11,381 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SONATA CAPITAL GROUP INC | 103,303 | $2,723,000 | 1.35% |
| Gateway Advisory, LLC | 204,600 | $5,393,000 | 1.17% |
| Praetorian Wealth Management, Inc. | 114,612 | $3,021,000 | 1.15% |
| SENTINEL PENSION ADVISORS INC. | 87,298 | $2,301,000 | 0.84% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 365,471 | $9,634,000 | 0.83% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 34,663 | $914,000 | 0.83% |
| Stonebridge Capital Advisors LLC | 174,036 | $4,588,000 | 0.70% |
| Karn, Couzens & Associates, Inc. | 25,400 | $670,000 | 0.64% |
| Paradiem, LLC | 54,349 | $1,434,000 | 0.61% |
| Paulson Wealth Management Inc. | 34,432 | $908,000 | 0.53% |