ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 119 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $243,000 | -11.6% | 9,494 | -11.2% | 0.00% | – |
| Q1 2021 | $275,000 | +0.4% | 10,694 | +0.4% | 0.00% | – |
| Q4 2020 | $274,000 | -5.2% | 10,649 | -4.7% | 0.00% | – |
| Q3 2020 | $289,000 | -11.6% | 11,169 | -11.5% | 0.00% | – |
| Q2 2020 | $327,000 | +1.6% | 12,624 | 0.0% | 0.00% | – |
| Q1 2020 | $322,000 | -0.9% | 12,624 | 0.0% | 0.00% | – |
| Q4 2019 | $325,000 | -2.4% | 12,624 | -2.2% | 0.00% | – |
| Q3 2019 | $333,000 | -0.6% | 12,914 | -0.8% | 0.00% | – |
| Q2 2019 | $335,000 | +0.3% | 13,014 | 0.0% | 0.00% | – |
| Q1 2019 | $334,000 | – | 13,014 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |