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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $314,000 | -38.3% | 12,125 | -38.2% | 0.01% | -33.3% |
| Q1 2022 | $509,000 | -0.4% | 19,625 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $511,000 | -0.6% | 19,625 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $514,000 | -9.5% | 19,625 | -9.2% | 0.01% | -7.7% |
| Q2 2021 | $568,000 | +19.1% | 21,625 | +19.3% | 0.01% | +8.3% |
| Q1 2021 | $477,000 | -14.4% | 18,125 | -14.2% | 0.01% | -20.0% |
| Q4 2020 | $557,000 | +17.5% | 21,125 | +18.2% | 0.02% | 0.0% |
| Q3 2020 | $474,000 | – | 17,875 | – | 0.02% | – |
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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% |