ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 120 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $209,000 | 0.0% | 8,162 | +0.3% | 0.07% | -5.3% |
| Q1 2021 | $209,000 | -7.1% | 8,141 | -6.7% | 0.08% | -24.8% |
| Q4 2020 | $225,000 | 0.0% | 8,723 | +0.4% | 0.10% | -15.8% |
| Q3 2020 | $225,000 | -12.5% | 8,685 | -13.7% | 0.12% | -32.6% |
| Q1 2020 | $257,000 | -6.5% | 10,062 | -5.9% | 0.18% | +6.6% |
| Q4 2019 | $275,000 | – | 10,688 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 228,038 | $5,797,000 | 1.60% |
| Asset Dedication, LLC | 86,687 | $2,205,000 | 0.89% |
| Vigilant Capital Management, LLC | 252,479 | $6,418,000 | 0.84% |
| Roof Eidam Maycock Peralta, LLC | 43,485 | $1,105,000 | 0.54% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 114,997 | $2,923,000 | 0.34% |
| MANAGED ACCOUNT SERVICES INC | 20,404 | $519,000 | 0.34% |
| Fusion Family Wealth LLC | 53,229 | $1,353,000 | 0.34% |
| Denver PWM, LLC | 15,289 | $389,000 | 0.29% |
| Altium Wealth Management LLC | 23,409 | $595,000 | 0.27% |
| LINCOLN NATIONAL CORP | 315,435 | $8,018,000 | 0.24% |