ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,937,000 | -13.5% | 74,795 | -13.5% | 0.73% | -11.7% |
| Q2 2022 | $2,239,000 | -3.8% | 86,439 | -3.7% | 0.82% | +3.7% |
| Q1 2022 | $2,327,000 | -8.8% | 89,791 | -8.3% | 0.79% | -4.2% |
| Q4 2021 | $2,551,000 | -1.4% | 97,914 | -1.0% | 0.83% | -5.6% |
| Q3 2021 | $2,588,000 | -6.6% | 98,867 | -6.4% | 0.88% | -5.3% |
| Q2 2021 | $2,772,000 | -4.2% | 105,582 | -4.0% | 0.93% | -9.2% |
| Q1 2021 | $2,895,000 | -4.2% | 109,932 | -4.1% | 1.02% | -11.6% |
| Q4 2020 | $3,021,000 | -3.6% | 114,612 | -3.1% | 1.15% | -16.6% |
| Q3 2020 | $3,133,000 | +5.8% | 118,220 | +5.5% | 1.38% | -4.6% |
| Q2 2020 | $2,962,000 | – | 112,102 | – | 1.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |