ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 101 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $927,000 | -0.3% | 36,307 | +0.1% | 0.34% | -6.4% |
| Q2 2021 | $930,000 | -0.1% | 36,277 | +0.1% | 0.36% | -6.5% |
| Q1 2021 | $931,000 | -0.1% | 36,226 | +0.1% | 0.39% | -9.8% |
| Q4 2020 | $932,000 | -0.4% | 36,185 | +0.1% | 0.43% | -17.1% |
| Q3 2020 | $936,000 | -11.4% | 36,144 | -11.4% | 0.52% | -12.1% |
| Q2 2020 | $1,057,000 | +5.4% | 40,778 | +3.6% | 0.59% | -10.0% |
| Q1 2020 | $1,003,000 | -5.6% | 39,357 | -4.7% | 0.65% | +25.6% |
| Q4 2019 | $1,063,000 | +0.1% | 41,289 | +0.1% | 0.52% | -10.8% |
| Q3 2019 | $1,062,000 | +0.1% | 41,229 | +0.1% | 0.58% | -3.0% |
| Q2 2019 | $1,061,000 | +0.6% | 41,184 | +0.1% | 0.60% | -3.7% |
| Q1 2019 | $1,055,000 | +0.9% | 41,138 | +0.1% | 0.62% | -8.2% |
| Q4 2018 | $1,046,000 | – | 41,108 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 78,739 | $2,019,000 | 1.82% |
| Gateway Advisory, LLC | 198,261 | $5,083,000 | 1.08% |
| SENTINEL PENSION ADVISORS INC | 90,640 | $2,324,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 366,972 | $9,437,000 | 0.77% |
| Stonebridge Capital Advisors LLC | 430,091 | $11,043,000 | 0.70% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,486,000 | 0.68% |
| Paulson Wealth Management Inc. | 52,074 | $1,335,000 | 0.65% |
| Paradiem, LLC | 66,538 | $1,704,000 | 0.53% |
| Praetorian Wealth Management, Inc. | 57,853 | $1,483,000 | 0.50% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 370,614 | $9,503,000 | 0.39% |