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 | $14,361,000 | +0.8% | 561,385 | +1.1% | 0.03% | 0.0% |
| Q2 2021 | $14,240,000 | +8.0% | 555,408 | +8.4% | 0.03% | 0.0% |
| Q1 2021 | $13,181,000 | -11.7% | 512,571 | -11.5% | 0.03% | -15.6% |
| Q4 2020 | $14,934,000 | -9.2% | 579,390 | -8.7% | 0.03% | -20.0% |
| Q3 2020 | $16,444,000 | +7.2% | 634,658 | +7.4% | 0.04% | 0.0% |
| Q2 2020 | $15,333,000 | +9.4% | 591,069 | +7.6% | 0.04% | -9.1% |
| Q1 2020 | $14,013,000 | -3.6% | 549,295 | -2.7% | 0.04% | +18.9% |
| Q4 2019 | $14,535,000 | +1.7% | 564,254 | +1.8% | 0.04% | -5.1% |
| Q3 2019 | $14,292,000 | -2.5% | 554,379 | -2.5% | 0.04% | -4.9% |
| Q2 2019 | $14,664,000 | +7.4% | 568,824 | +6.9% | 0.04% | +5.1% |
| Q1 2019 | $13,651,000 | +2.7% | 532,010 | +1.8% | 0.04% | -9.3% |
| Q4 2018 | $13,291,000 | +2.5% | 522,354 | +1.9% | 0.04% | +13.2% |
| Q3 2018 | $12,973,000 | +5.2% | 512,753 | +5.8% | 0.04% | 0.0% |
| Q2 2018 | $12,329,000 | +11.6% | 484,801 | +11.4% | 0.04% | +11.8% |
| Q1 2018 | $11,051,000 | +8.3% | 435,078 | +8.4% | 0.03% | +9.7% |
| Q4 2017 | $10,203,000 | +6.5% | 401,377 | +8.5% | 0.03% | 0.0% |
| Q3 2017 | $9,580,000 | +36.4% | 370,030 | +35.9% | 0.03% | +34.8% |
| Q2 2017 | $7,026,000 | +19.3% | 272,337 | +18.6% | 0.02% | +15.0% |
| Q1 2017 | $5,890,000 | +69.4% | 229,716 | +67.0% | 0.02% | +53.8% |
| Q4 2016 | $3,477,000 | +303.4% | 137,556 | +314.9% | 0.01% | +333.3% |
| Q3 2016 | $862,000 | +80.0% | 33,153 | +81.3% | 0.00% | +50.0% |
| Q2 2016 | $479,000 | – | 18,289 | – | 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% |