ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,229,000 | -47.1% | 48,028 | -47.0% | 0.42% | -48.6% |
| Q2 2021 | $2,324,000 | -5.2% | 90,640 | +1.2% | 0.81% | -9.5% |
| Q1 2021 | $2,452,000 | +13.0% | 89,526 | +6.4% | 0.90% | +13.4% |
| Q4 2020 | $2,169,000 | -6.1% | 84,153 | -5.6% | 0.79% | -11.1% |
| Q3 2020 | $2,309,000 | +8.3% | 89,101 | +8.4% | 0.89% | +0.1% |
| Q2 2020 | $2,133,000 | +6.0% | 82,210 | +4.2% | 0.89% | -8.9% |
| Q1 2020 | $2,012,000 | +12.5% | 78,879 | +13.6% | 0.98% | -15.8% |
| Q4 2019 | $1,789,000 | – | 69,436 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 207,363 | $5,345,000 | 1.16% |
| Stonebridge Capital Advisors LLC | 245,145 | $6,319,000 | 0.96% |
| Paulson Wealth Management Inc. | 57,762 | $1,489,000 | 0.87% |
| SENTINEL PENSION ADVISORS INC | 84,153 | $2,169,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 354,162 | $9,129,000 | 0.79% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,494,000 | 0.74% |
| Praetorian Wealth Management, Inc. | 67,850 | $1,748,000 | 0.67% |
| Wealthquest Corp | 118,599 | $3,056,000 | 0.65% |
| Paradiem, LLC | 54,749 | $1,411,000 | 0.60% |
| Ferris Capital, LLC | 67,666 | $1,744,000 | 0.49% |