ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $215,000 | -22.9% | 8,297 | -23.0% | 0.04% | -15.7% |
| Q2 2022 | $279,000 | 0.0% | 10,774 | +0.2% | 0.05% | +8.5% |
| Q1 2022 | $279,000 | -0.4% | 10,753 | +0.2% | 0.05% | -4.1% |
| Q4 2021 | $280,000 | 0.0% | 10,736 | +0.3% | 0.05% | -3.9% |
| Q3 2021 | $280,000 | 0.0% | 10,700 | +0.2% | 0.05% | -5.6% |
| Q2 2021 | $280,000 | -0.4% | 10,677 | +0.2% | 0.05% | -3.6% |
| Q1 2021 | $281,000 | +0.4% | 10,653 | +0.2% | 0.06% | -6.7% |
| Q4 2020 | $280,000 | -0.4% | 10,636 | +0.3% | 0.06% | -14.3% |
| Q3 2020 | $281,000 | +0.7% | 10,600 | +0.3% | 0.07% | -14.6% |
| Q2 2020 | $279,000 | +1.8% | 10,572 | +0.3% | 0.08% | -17.2% |
| Q1 2020 | $274,000 | -0.4% | 10,543 | +0.2% | 0.10% | +1.0% |
| Q4 2019 | $275,000 | – | 10,524 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 317,663 | $8,234,000 | 2.24% |
| Paradigm, Strategies in Wealth Management, LLC | 70,824 | $1,836,000 | 1.92% |
| SONATA CAPITAL GROUP INC | 108,843 | $2,821,000 | 1.24% |
| SENTINEL PENSION ADVISORS INC | 97,721 | $2,533,000 | 0.86% |
| Praetorian Wealth Management, Inc. | 89,791 | $2,327,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 387,152 | $10,035,000 | 0.69% |
| Paradiem, LLC | 62,819 | $1,627,000 | 0.53% |
| Virginia National Bank | 17,045 | $442,000 | 0.50% |
| Stonebridge Capital Advisors LLC | 175,006 | $4,536,000 | 0.49% |
| AllSquare Wealth Management LLC | 29,290 | $759,000 | 0.46% |