ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 135 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,309,000 | -11.7% | 51,175 | -11.5% | 0.44% | -10.3% |
| Q2 2021 | $1,483,000 | -7.4% | 57,853 | -7.1% | 0.50% | -12.2% |
| Q1 2021 | $1,601,000 | -8.4% | 62,276 | -8.2% | 0.56% | -15.6% |
| Q4 2020 | $1,748,000 | -12.9% | 67,850 | -12.3% | 0.67% | -24.6% |
| Q3 2020 | $2,006,000 | -8.1% | 77,406 | -8.0% | 0.89% | -17.0% |
| Q2 2020 | $2,182,000 | – | 84,114 | – | 1.07% | – |
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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% |