ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,438,000 | -5.2% | 134,411 | -5.0% | 0.01% | 0.0% |
| Q2 2021 | $3,626,000 | -5.5% | 141,442 | -5.2% | 0.01% | -18.2% |
| Q1 2021 | $3,836,000 | +4.4% | 149,177 | +4.6% | 0.01% | 0.0% |
| Q4 2020 | $3,676,000 | +35.4% | 142,618 | +36.1% | 0.01% | +22.2% |
| Q3 2020 | $2,714,000 | +32.5% | 104,761 | +32.7% | 0.01% | +12.5% |
| Q2 2020 | $2,048,000 | +8.9% | 78,962 | +7.1% | 0.01% | -11.1% |
| Q1 2020 | $1,880,000 | +1.3% | 73,704 | +2.3% | 0.01% | +28.6% |
| Q4 2019 | $1,856,000 | -39.5% | 72,071 | -39.4% | 0.01% | -46.2% |
| Q3 2019 | $3,066,000 | +2.8% | 118,945 | +2.8% | 0.01% | 0.0% |
| Q2 2019 | $2,982,000 | +0.5% | 115,693 | +0.1% | 0.01% | -7.1% |
| Q1 2019 | $2,967,000 | +167.5% | 115,630 | +165.2% | 0.01% | +133.3% |
| Q4 2018 | $1,109,000 | +8.6% | 43,594 | +8.0% | 0.01% | +20.0% |
| Q3 2018 | $1,021,000 | +52.6% | 40,378 | +53.5% | 0.01% | +66.7% |
| Q2 2018 | $669,000 | +126.8% | 26,309 | +126.4% | 0.00% | +50.0% |
| Q1 2018 | $295,000 | 0.0% | 11,622 | +0.0% | 0.00% | 0.0% |
| Q4 2017 | $295,000 | – | 11,620 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
| Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
| Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
| Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
| Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
| Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
| Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |