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 | $15,297,000 | -3.6% | 597,990 | -3.4% | 0.00% | 0.0% |
| Q2 2021 | $15,874,000 | -4.8% | 619,126 | -4.5% | 0.00% | 0.0% |
| Q1 2021 | $16,675,000 | -4.5% | 648,467 | -4.3% | 0.00% | -33.3% |
| Q4 2020 | $17,463,000 | +9.6% | 677,523 | +10.1% | 0.00% | 0.0% |
| Q3 2020 | $15,940,000 | +31.9% | 615,193 | +32.0% | 0.00% | 0.0% |
| Q2 2020 | $12,086,000 | +20.1% | 465,921 | +18.1% | 0.00% | 0.0% |
| Q1 2020 | $10,063,000 | -6.8% | 394,472 | -5.8% | 0.00% | 0.0% |
| Q4 2019 | $10,793,000 | +7.3% | 418,965 | +7.3% | 0.00% | 0.0% |
| Q3 2019 | $10,063,000 | -9.5% | 390,334 | -9.5% | 0.00% | 0.0% |
| Q2 2019 | $11,125,000 | +6.3% | 431,535 | +5.8% | 0.00% | 0.0% |
| Q1 2019 | $10,461,000 | +6.9% | 407,688 | +6.0% | 0.00% | 0.0% |
| Q4 2018 | $9,784,000 | +3.2% | 384,505 | +2.6% | 0.00% | +50.0% |
| Q3 2018 | $9,484,000 | +2.7% | 374,845 | +3.2% | 0.00% | 0.0% |
| Q2 2018 | $9,238,000 | +33.6% | 363,246 | +33.5% | 0.00% | 0.0% |
| Q1 2018 | $6,913,000 | +52.9% | 272,136 | +53.0% | 0.00% | +100.0% |
| Q4 2017 | $4,521,000 | +4.0% | 177,881 | +6.0% | 0.00% | 0.0% |
| Q3 2017 | $4,347,000 | +13.9% | 167,878 | +13.5% | 0.00% | 0.0% |
| Q2 2017 | $3,816,000 | -42.7% | 147,911 | -43.1% | 0.00% | 0.0% |
| Q1 2017 | $6,660,000 | -20.5% | 259,774 | -21.6% | 0.00% | 0.0% |
| Q4 2016 | $8,378,000 | +261.4% | 331,336 | +271.4% | 0.00% | 0.0% |
| Q3 2016 | $2,318,000 | +158.1% | 89,209 | +159.8% | 0.00% | – |
| Q2 2016 | $898,000 | +168.9% | 34,343 | +165.8% | 0.00% | – |
| Q1 2016 | $334,000 | +370.4% | 12,923 | +367.0% | 0.00% | – |
| Q4 2015 | $71,000 | – | 2,767 | – | 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% |