ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,467,445 | +1.5% | 633,652 | +4.6% | 0.54% | +6.4% |
| Q2 2023 | $15,237,324 | +2.0% | 605,617 | +3.8% | 0.50% | -3.1% |
| Q1 2023 | $14,938,061 | +3.9% | 583,518 | +1.8% | 0.52% | -4.8% |
| Q4 2022 | $14,379,510 | +16.4% | 573,003 | +12.2% | 0.54% | +2.8% |
| Q3 2022 | $12,358,000 | – | 510,818 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 177,637 | $4,457,800 | 1.61% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,816 | $9,355,818 | 1.30% |
| Heartwood Wealth Advisors LLC | 173,300 | $4,348,964 | 0.68% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 573,003 | $14,379,510 | 0.54% |
| Royal Harbor Partners, LLC | 32,540 | $816,591 | 0.50% |
| Signature Wealth Management Group | 34,383 | $862,842 | 0.42% |
| CLIENT 1ST ADVISORY GROUP, LLC | 21,912 | $549,882 | 0.32% |
| Garden State Investment Advisory Services LLC | 19,072 | $478,603 | 0.28% |
| Paradigm, Strategies in Wealth Management, LLC | 9,514 | $238,754 | 0.21% |
| Cornell Pochily Investment Advisors, Inc. | 18,686 | $468,931 | 0.21% |