ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 116 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,235,000 | -5.6% | 48,264 | -5.4% | 0.00% | – |
| Q2 2021 | $1,308,000 | -5.8% | 51,014 | -5.5% | 0.00% | – |
| Q1 2021 | $1,388,000 | +33.7% | 53,968 | +33.9% | 0.00% | – |
| Q4 2020 | $1,038,000 | -5.8% | 40,290 | -5.4% | 0.00% | – |
| Q3 2020 | $1,102,000 | +23.5% | 42,609 | +23.9% | 0.00% | – |
| Q2 2020 | $892,000 | +28.2% | 34,398 | +28.0% | 0.00% | – |
| Q1 2020 | $696,000 | +19.8% | 26,881 | +19.1% | 0.00% | – |
| Q4 2019 | $581,000 | +109.7% | 22,561 | +110.0% | 0.00% | – |
| Q3 2019 | $277,000 | -1.8% | 10,742 | -1.8% | 0.00% | – |
| Q2 2019 | $282,000 | +1.1% | 10,935 | +0.6% | 0.00% | – |
| Q1 2019 | $279,000 | -33.1% | 10,875 | -33.6% | 0.00% | – |
| Q2 2018 | $417,000 | +2.7% | 16,381 | +2.5% | 0.00% | – |
| Q1 2018 | $406,000 | -1.9% | 15,977 | -1.9% | 0.00% | – |
| Q4 2017 | $414,000 | +18.6% | 16,294 | +21.0% | 0.00% | – |
| Q3 2017 | $349,000 | – | 13,467 | – | 0.00% | – |
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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% |