ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 135 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $343,000 | -15.5% | 13,395 | -15.4% | 0.00% | -33.3% |
| Q2 2021 | $406,000 | -12.7% | 15,825 | -12.5% | 0.00% | -25.0% |
| Q1 2021 | $465,000 | -17.4% | 18,085 | -17.2% | 0.00% | -33.3% |
| Q4 2020 | $563,000 | -10.8% | 21,850 | -10.3% | 0.01% | -14.3% |
| Q3 2020 | $631,000 | -4.1% | 24,350 | -3.9% | 0.01% | -12.5% |
| Q2 2020 | $658,000 | +1.4% | 25,350 | -0.4% | 0.01% | -11.1% |
| Q1 2020 | $649,000 | -1.1% | 25,450 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $656,000 | +1.4% | 25,450 | +1.5% | 0.01% | -12.5% |
| Q3 2019 | $647,000 | 0.0% | 25,085 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $647,000 | +0.5% | 25,085 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $644,000 | +0.9% | 25,085 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $638,000 | +7.8% | 25,085 | +7.2% | 0.01% | +28.6% |
| Q3 2018 | $592,000 | +3.5% | 23,395 | +4.1% | 0.01% | 0.0% |
| Q2 2018 | $572,000 | -99.9% | 22,480 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $570,992,000 | +20.5% | 22,480 | +20.6% | 0.01% | +16.7% |
| Q4 2017 | $473,803,000 | -4.5% | 18,639 | -2.7% | 0.01% | 0.0% |
| Q3 2017 | $496,182,000 | +3.2% | 19,165 | +2.9% | 0.01% | 0.0% |
| Q2 2017 | $480,654,000 | +42.0% | 18,630 | +39.1% | 0.01% | +20.0% |
| Q1 2017 | $338,499,000 | +100047.6% | 13,390 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $338,000 | -99.9% | 13,390 | +15.9% | 0.01% | +25.0% |
| Q3 2016 | $300,198,000 | +1.0% | 11,555 | +1.7% | 0.00% | -20.0% |
| Q2 2016 | $297,178,000 | +10.9% | 11,360 | +9.7% | 0.01% | +25.0% |
| Q1 2016 | $268,013,000 | +1.2% | 10,360 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $264,802,000 | +17.7% | 10,360 | +16.9% | 0.00% | 0.0% |
| Q3 2015 | $224,955,000 | – | 8,860 | – | 0.00% | – |
Download | ||||||
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% |