ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 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 2021 | $737,000 | -15.0% | 28,800 | -14.8% | 0.02% | -19.0% |
| Q2 2021 | $867,000 | +2.0% | 33,800 | +2.3% | 0.02% | -4.5% |
| Q1 2021 | $850,000 | -5.9% | 33,050 | -5.7% | 0.02% | -12.0% |
| Q4 2020 | $903,000 | +7.9% | 35,050 | +8.5% | 0.02% | -3.8% |
| Q3 2020 | $837,000 | +54.4% | 32,300 | +54.5% | 0.03% | +44.4% |
| Q2 2020 | $542,000 | – | 20,900 | – | 0.02% | – |
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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% |