ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 153 filers reported holding ISHARES TR in Q3 2021. 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 | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |