ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 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 2021 | $8,533,000 | -10.2% | 333,575 | -10.0% | 0.33% | -14.4% |
| Q2 2021 | $9,503,000 | +103.8% | 370,614 | +104.4% | 0.39% | +77.3% |
| Q1 2021 | $4,663,000 | -13.5% | 181,330 | -13.3% | 0.22% | -17.0% |
| Q4 2020 | $5,393,000 | +8.2% | 209,234 | +8.7% | 0.26% | -5.7% |
| Q3 2020 | $4,985,000 | +15.0% | 192,403 | +15.2% | 0.28% | +6.4% |
| Q2 2020 | $4,334,000 | -21.3% | 167,059 | -21.9% | 0.26% | -39.7% |
| Q4 2019 | $5,508,000 | +1.9% | 213,819 | +2.0% | 0.44% | -7.2% |
| Q3 2019 | $5,404,000 | +40.0% | 209,639 | +40.0% | 0.47% | +22.0% |
| Q2 2019 | $3,861,000 | +13.6% | 149,767 | +13.1% | 0.39% | +4.0% |
| Q1 2019 | $3,399,000 | +31.9% | 132,476 | +30.8% | 0.37% | +44.7% |
| Q4 2018 | $2,577,000 | +38.7% | 101,275 | +37.9% | 0.26% | +48.6% |
| Q3 2018 | $1,858,000 | +17.7% | 73,457 | +18.3% | 0.17% | +12.3% |
| Q2 2018 | $1,579,000 | +1.3% | 62,089 | +1.2% | 0.15% | -1.3% |
| Q1 2018 | $1,558,000 | +311.1% | 61,339 | +311.2% | 0.16% | +300.0% |
| Q4 2017 | $379,000 | – | 14,917 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 78,739 | $2,019,000 | 1.82% |
| Gateway Advisory, LLC | 198,261 | $5,083,000 | 1.08% |
| SENTINEL PENSION ADVISORS INC | 90,640 | $2,324,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 366,972 | $9,437,000 | 0.77% |
| Stonebridge Capital Advisors LLC | 430,091 | $11,043,000 | 0.70% |
| SONATA CAPITAL GROUP INC | 57,973 | $1,486,000 | 0.68% |
| Paulson Wealth Management Inc. | 52,074 | $1,335,000 | 0.65% |
| Paradiem, LLC | 66,538 | $1,704,000 | 0.53% |
| Praetorian Wealth Management, Inc. | 57,853 | $1,483,000 | 0.50% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 370,614 | $9,503,000 | 0.39% |