ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 134 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $285,000 | -19.5% | 11,008 | -19.6% | 0.13% | -15.0% |
| Q2 2022 | $354,000 | -21.0% | 13,684 | -21.0% | 0.15% | -10.0% |
| Q1 2022 | $448,000 | -0.4% | 17,319 | +0.1% | 0.17% | +4.3% |
| Q4 2021 | $450,000 | 0.0% | 17,294 | +0.3% | 0.16% | -0.6% |
| Q3 2021 | $450,000 | -0.2% | 17,241 | +0.2% | 0.16% | -6.3% |
| Q2 2021 | $451,000 | -0.2% | 17,208 | +0.2% | 0.18% | -6.4% |
| Q1 2021 | $452,000 | -21.4% | 17,174 | -21.4% | 0.19% | -29.2% |
| Q4 2020 | $575,000 | +5.9% | 21,839 | +6.6% | 0.26% | -11.7% |
| Q3 2020 | $543,000 | -44.9% | 20,492 | -45.1% | 0.30% | -45.4% |
| Q2 2020 | $986,000 | +1.8% | 37,333 | +0.2% | 0.55% | -13.0% |
| Q1 2020 | $969,000 | -0.4% | 37,255 | +0.1% | 0.63% | +32.6% |
| Q4 2019 | $973,000 | +11.8% | 37,203 | +11.8% | 0.48% | -0.2% |
| Q3 2019 | $870,000 | +0.3% | 33,283 | +0.2% | 0.48% | -2.9% |
| Q2 2019 | $867,000 | +0.9% | 33,218 | +0.2% | 0.49% | -3.4% |
| Q1 2019 | $859,000 | +22.9% | 33,149 | +21.4% | 0.51% | +11.7% |
| Q4 2018 | $699,000 | – | 27,312 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |