ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 107 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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% |