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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | -81.6% | 8,760 | -81.6% | 0.00% | -87.5% |
| Q3 2021 | $1,216,000 | -11.9% | 47,528 | -11.7% | 0.01% | -27.3% |
| Q2 2021 | $1,380,000 | -0.2% | 53,828 | +0.1% | 0.01% | -15.4% |
| Q1 2021 | $1,383,000 | -42.2% | 53,795 | -42.0% | 0.01% | -56.7% |
| Q4 2020 | $2,393,000 | +37.4% | 92,826 | +38.1% | 0.03% | +15.4% |
| Q3 2020 | $1,741,000 | +25.4% | 67,207 | +25.6% | 0.03% | +4.0% |
| Q2 2020 | $1,388,000 | +1.8% | 53,499 | +0.0% | 0.02% | -16.7% |
| Q1 2020 | $1,364,000 | +5.9% | 53,481 | +7.0% | 0.03% | +15.4% |
| Q4 2019 | $1,288,000 | +65.8% | 49,997 | +65.9% | 0.03% | +44.4% |
| Q3 2019 | $777,000 | +233.5% | 30,145 | +232.9% | 0.02% | +200.0% |
| Q2 2019 | $233,000 | – | 9,054 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |