ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $9,641,000 | -1.8% | 372,252 | -1.7% | 0.76% | +1.9% |
| Q2 2022 | $9,813,000 | -2.2% | 378,752 | -2.2% | 0.75% | +8.8% |
| Q1 2022 | $10,035,000 | -11.3% | 387,152 | -10.9% | 0.69% | -8.4% |
| Q4 2021 | $11,319,000 | +1.9% | 434,342 | +2.4% | 0.75% | -9.1% |
| Q3 2021 | $11,109,000 | +9.0% | 424,342 | +9.6% | 0.83% | -0.4% |
| Q2 2021 | $10,195,000 | 0.0% | 387,136 | 0.0% | 0.83% | 0.0% |
| Q1 2021 | $10,195,000 | +5.8% | 387,136 | +5.9% | 0.83% | -0.1% |
| Q4 2020 | $9,634,000 | +8.3% | 365,471 | +8.9% | 0.83% | +7.6% |
| Q3 2020 | $8,897,000 | +11.5% | 335,721 | +11.2% | 0.77% | -0.5% |
| Q2 2020 | $7,980,000 | +26.8% | 302,041 | +24.9% | 0.78% | +6.6% |
| Q1 2020 | $6,292,000 | +7.1% | 241,910 | +7.7% | 0.73% | +32.5% |
| Q4 2019 | $5,875,000 | +6.2% | 224,535 | +6.1% | 0.55% | -3.0% |
| Q3 2019 | $5,530,000 | +11.1% | 211,535 | +11.0% | 0.57% | +8.2% |
| Q2 2019 | $4,976,000 | +5.4% | 190,535 | +4.7% | 0.52% | -0.6% |
| Q1 2019 | $4,720,000 | +23.7% | 181,970 | +22.2% | 0.53% | +10.0% |
| Q4 2018 | $3,816,000 | +8.8% | 148,970 | +8.0% | 0.48% | +27.1% |
| Q3 2018 | $3,506,000 | +36.3% | 137,970 | +36.9% | 0.38% | +29.1% |
| Q2 2018 | $2,572,000 | +14.9% | 100,795 | +14.9% | 0.29% | +11.9% |
| Q1 2018 | $2,238,000 | +17.8% | 87,750 | +18.6% | 0.26% | +16.5% |
| Q4 2017 | $1,900,000 | +1.2% | 74,000 | +2.8% | 0.22% | -3.4% |
| Q3 2017 | $1,877,000 | +167.4% | 72,000 | +166.7% | 0.23% | +160.7% |
| Q2 2017 | $702,000 | – | 27,000 | – | 0.09% | – |
Download | ||||||
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% |