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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $736,000 | -0.5% | 28,396 | 0.0% | 0.16% | -5.5% |
| Q4 2021 | $740,000 | -0.4% | 28,396 | 0.0% | 0.16% | -1.2% |
| Q3 2021 | $743,000 | -50.4% | 28,396 | -50.0% | 0.17% | -22.7% |
| Q2 2021 | $1,498,000 | +100.3% | 56,792 | +100.0% | 0.22% | +16.1% |
| Q1 2021 | $748,000 | -0.1% | 28,396 | 0.0% | 0.19% | -8.8% |
| Q4 2020 | $749,000 | -41.2% | 28,396 | 0.0% | 0.20% | -48.6% |
| Q3 2020 | $1,274,000 | +69.9% | 28,396 | 0.0% | 0.40% | +53.9% |
| Q2 2020 | $750,000 | -33.5% | 28,396 | +16.3% | 0.26% | -64.9% |
| Q1 2020 | $1,128,000 | +76.5% | 24,417 | 0.0% | 0.73% | +208.4% |
| Q4 2019 | $639,000 | +0.2% | 24,417 | 0.0% | 0.24% | -7.4% |
| Q3 2019 | $638,000 | 0.0% | 24,417 | 0.0% | 0.26% | -2.3% |
| Q2 2019 | $638,000 | -3.9% | 24,417 | -4.6% | 0.26% | -4.7% |
| Q1 2019 | $664,000 | +1.2% | 25,592 | 0.0% | 0.28% | -8.6% |
| Q4 2018 | $656,000 | – | 25,592 | – | 0.30% | – |
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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% |