ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 106 filers reported holding ISHARES TR in Q3 2019. 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 ↓ |
|---|---|---|---|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 56,131 | $1,460,000 | 2.08% |
| Gateway Advisory, LLC | 230,762 | $6,002,000 | 2.02% |
| LifeSteps Financial, Inc. | 66,357 | $1,726,000 | 1.99% |
| SONATA CAPITAL GROUP INC | 59,806 | $1,556,000 | 1.17% |
| Fusion Family Wealth LLC | 164,619 | $4,282,000 | 1.15% |
| SENTINEL PENSION ADVISORS INC | 79,929 | $2,079,000 | 1.01% |
| Paulson Wealth Management Inc. | 40,651 | $1,058,000 | 0.81% |
| MANAGED ACCOUNT SERVICES INC | 63,675 | $1,631,000 | 0.79% |
| Stonebridge Capital Advisors LLC | 140,694 | $3,659,000 | 0.77% |
| Ferris Capital, LLC | 66,325 | $1,725,000 | 0.76% |