ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $917,000 | -12.6% | 35,394 | -12.6% | 0.01% | -16.7% |
| Q2 2022 | $1,049,000 | -2.8% | 40,500 | -2.7% | 0.01% | +20.0% |
| Q1 2022 | $1,079,000 | -3.1% | 41,643 | -2.6% | 0.01% | 0.0% |
| Q4 2021 | $1,114,000 | -3.9% | 42,735 | -3.4% | 0.01% | -16.7% |
| Q3 2021 | $1,159,000 | -0.3% | 44,255 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,162,000 | +99.7% | 44,255 | +100.3% | 0.01% | +100.0% |
| Q1 2021 | $582,000 | -3.8% | 22,095 | -3.8% | 0.00% | 0.0% |
| Q4 2020 | $605,000 | +69.5% | 22,957 | +70.3% | 0.00% | +50.0% |
| Q3 2020 | $357,000 | -11.9% | 13,477 | -12.1% | 0.00% | -33.3% |
| Q2 2020 | $405,000 | -12.0% | 15,330 | -13.4% | 0.00% | -25.0% |
| Q1 2020 | $460,000 | -0.6% | 17,703 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $463,000 | 0.0% | 17,703 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $463,000 | +0.2% | 17,703 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $462,000 | +38.7% | 17,703 | +37.8% | 0.00% | 0.0% |
| Q1 2019 | $333,000 | -14.4% | 12,851 | -15.3% | 0.00% | 0.0% |
| Q4 2018 | $389,000 | +67.7% | 15,176 | +66.5% | 0.00% | +50.0% |
| Q3 2018 | $232,000 | +1.8% | 9,116 | +2.2% | 0.00% | 0.0% |
| Q2 2018 | $228,000 | -10.2% | 8,916 | -10.5% | 0.00% | 0.0% |
| Q1 2018 | $254,000 | -13.6% | 9,961 | -13.1% | 0.00% | 0.0% |
| Q4 2017 | $294,000 | – | 11,461 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 317,663 | $8,234,000 | 2.24% |
| Paradigm, Strategies in Wealth Management, LLC | 70,824 | $1,836,000 | 1.92% |
| SONATA CAPITAL GROUP INC | 108,843 | $2,821,000 | 1.24% |
| SENTINEL PENSION ADVISORS INC | 97,721 | $2,533,000 | 0.86% |
| Praetorian Wealth Management, Inc. | 89,791 | $2,327,000 | 0.79% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 387,152 | $10,035,000 | 0.69% |
| Paradiem, LLC | 62,819 | $1,627,000 | 0.53% |
| Virginia National Bank | 17,045 | $442,000 | 0.50% |
| Stonebridge Capital Advisors LLC | 175,006 | $4,536,000 | 0.49% |
| AllSquare Wealth Management LLC | 29,290 | $759,000 | 0.46% |