ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 134 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 2022 | $5,069,000 | -16.7% | 195,712 | -16.7% | 0.01% | -9.1% |
| Q2 2022 | $6,085,000 | +40.5% | 234,840 | +40.6% | 0.01% | +57.1% |
| Q1 2022 | $4,330,000 | +7.4% | 167,065 | +8.0% | 0.01% | +16.7% |
| Q4 2021 | $4,033,000 | +5.5% | 154,758 | +6.0% | 0.01% | 0.0% |
| Q3 2021 | $3,822,000 | +61.8% | 145,971 | +62.3% | 0.01% | +50.0% |
| Q2 2021 | $2,362,000 | +43.5% | 89,923 | +43.9% | 0.00% | +33.3% |
| Q1 2021 | $1,646,000 | +70.9% | 62,484 | +71.0% | 0.00% | +50.0% |
| Q4 2020 | $963,000 | +48.4% | 36,534 | +49.2% | 0.00% | +100.0% |
| Q3 2020 | $649,000 | +125.3% | 24,489 | +124.4% | 0.00% | 0.0% |
| Q2 2020 | $288,000 | -29.2% | 10,915 | -30.2% | 0.00% | 0.0% |
| Q1 2020 | $407,000 | +3.3% | 15,640 | +3.8% | 0.00% | 0.0% |
| Q4 2019 | $394,000 | – | 15,073 | – | 0.00% | – |
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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% |