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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $239,000 | -28.4% | 9,239 | -28.3% | 0.41% | -4.9% |
| Q1 2022 | $334,000 | -1.8% | 12,887 | -1.3% | 0.43% | -26.2% |
| Q4 2021 | $340,000 | -1.4% | 13,058 | -0.9% | 0.58% | -2.5% |
| Q3 2021 | $345,000 | -3.6% | 13,180 | -3.4% | 0.60% | -5.4% |
| Q2 2021 | $358,000 | -32.3% | 13,644 | -32.1% | 0.63% | -19.7% |
| Q1 2021 | $529,000 | -42.1% | 20,083 | -42.1% | 0.79% | -5.4% |
| Q4 2020 | $914,000 | +0.6% | 34,663 | +1.1% | 0.83% | -3.7% |
| Q3 2020 | $909,000 | -1.6% | 34,292 | -2.0% | 0.86% | -2.5% |
| Q2 2020 | $924,000 | -36.7% | 34,992 | -37.7% | 0.89% | -57.4% |
| Q1 2020 | $1,460,000 | -5.1% | 56,131 | -4.5% | 2.08% | +37.5% |
| Q4 2019 | $1,538,000 | – | 58,764 | – | 1.51% | – |
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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% |