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 | $300,000 | -42.7% | 11,710 | -42.7% | 0.01% | -36.4% |
| Q2 2021 | $524,000 | -8.9% | 20,431 | -8.6% | 0.01% | -21.4% |
| Q1 2021 | $575,000 | +14.8% | 22,342 | +14.9% | 0.01% | +7.7% |
| Q4 2020 | $501,000 | -31.7% | 19,444 | -31.3% | 0.01% | -40.9% |
| Q3 2020 | $734,000 | -4.8% | 28,318 | -4.7% | 0.02% | -12.0% |
| Q2 2020 | $771,000 | -13.0% | 29,706 | -14.4% | 0.02% | -24.2% |
| Q1 2020 | $886,000 | -71.2% | 34,715 | -70.9% | 0.03% | -66.7% |
| Q4 2019 | $3,074,000 | +1.2% | 119,318 | +1.3% | 0.10% | -11.6% |
| Q3 2019 | $3,038,000 | -2.0% | 117,842 | -2.0% | 0.11% | -6.7% |
| Q2 2019 | $3,099,000 | +22.8% | 120,196 | +22.2% | 0.12% | +14.3% |
| Q1 2019 | $2,523,000 | +11.1% | 98,329 | +10.2% | 0.10% | +1.0% |
| Q4 2018 | $2,270,000 | -34.1% | 89,192 | -34.5% | 0.10% | -11.1% |
| Q3 2018 | $3,444,000 | +6.6% | 136,138 | +7.1% | 0.12% | -0.8% |
| Q2 2018 | $3,232,000 | -3.4% | 127,084 | -3.5% | 0.12% | -4.1% |
| Q1 2018 | $3,347,000 | -58.3% | 131,759 | -58.2% | 0.12% | -49.6% |
| Q4 2017 | $8,018,000 | +108.8% | 315,435 | +112.7% | 0.24% | +51.6% |
| Q3 2017 | $3,840,000 | +4.2% | 148,302 | +3.9% | 0.16% | -6.9% |
| Q2 2017 | $3,684,000 | +4.8% | 142,793 | +4.2% | 0.17% | -4.4% |
| Q1 2017 | $3,514,000 | +52.4% | 137,066 | +50.2% | 0.18% | +42.5% |
| Q4 2016 | $2,306,000 | +44.3% | 91,228 | +48.3% | 0.13% | +41.1% |
| Q3 2016 | $1,598,000 | +19.8% | 61,503 | +20.6% | 0.09% | +13.9% |
| Q2 2016 | $1,334,000 | +48.1% | 51,012 | +46.4% | 0.08% | +25.4% |
| Q1 2016 | $901,000 | +102.9% | 34,840 | +102.9% | 0.06% | +80.0% |
| Q4 2015 | $444,000 | – | 17,173 | – | 0.04% | – |
Download | ||||||
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% |