ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 66 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,196,000 | -3.5% | 49,008 | -0.5% | 0.00% | – |
| Q2 2023 | $1,239,000 | -19.7% | 49,245 | -18.3% | 0.00% | – |
| Q1 2023 | $1,543,000 | -32.7% | 60,287 | -34.0% | 0.00% | -100.0% |
| Q4 2022 | $2,292,000 | -5.2% | 91,345 | -8.6% | 0.00% | 0.0% |
| Q3 2022 | $2,418,000 | -6.6% | 99,941 | -3.4% | 0.00% | 0.0% |
| Q2 2022 | $2,590,000 | +34.5% | 103,465 | +36.9% | 0.00% | – |
| Q1 2022 | $1,925,000 | -52.6% | 75,560 | -49.3% | 0.00% | -100.0% |
| Q4 2021 | $4,063,000 | -1.7% | 149,159 | -1.8% | 0.00% | 0.0% |
| Q3 2021 | $4,133,000 | +0.5% | 151,823 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $4,112,000 | +1.0% | 149,988 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,073,000 | +64.7% | 149,958 | +67.4% | 0.00% | 0.0% |
| Q4 2020 | $2,473,000 | +167.4% | 89,556 | +164.2% | 0.00% | – |
| Q3 2020 | $925,000 | +12.7% | 33,893 | +11.8% | 0.00% | – |
| Q2 2020 | $821,000 | – | 30,304 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 447,431 | $12,181,000 | 1.90% |
| Praetorian Wealth Management, Inc. | 85,645 | $2,332,000 | 0.79% |
| CGN Advisors LLC | 32,888 | $895,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $327,000 | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 240,582 | $6,550,000 | 0.09% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 86,258 | $2,348,000 | 0.09% |
| WRAPMANAGER INC | 12,617 | $343,000 | 0.09% |
| Archford Capital Strategies, LLC | 10,588 | $288,000 | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 178,626 | $4,863,000 | 0.04% |
| First National Bank of South Miami | 1,642 | $45,000 | 0.03% |