ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 45 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $509,588 | -3.0% | 20,876 | +0.0% | 0.02% | 0.0% |
Q2 2023 | $525,123 | -2.5% | 20,871 | -0.8% | 0.02% | -4.8% |
Q1 2023 | $538,779 | +4.0% | 21,046 | +2.0% | 0.02% | 0.0% |
Q4 2022 | $518,019 | -14.8% | 20,642 | -18.0% | 0.02% | -22.2% |
Q3 2022 | $608,000 | +1.2% | 25,168 | +4.7% | 0.03% | +3.8% |
Q2 2022 | $601,000 | -14.0% | 24,033 | -12.4% | 0.03% | +4.0% |
Q1 2022 | $699,000 | -5.4% | 27,444 | +1.0% | 0.02% | 0.0% |
Q4 2021 | $739,000 | +18.6% | 27,159 | +18.5% | 0.02% | +8.7% |
Q3 2021 | $623,000 | +18.2% | 22,916 | +19.0% | 0.02% | +21.1% |
Q2 2021 | $527,000 | +40.2% | 19,258 | +38.8% | 0.02% | +35.7% |
Q1 2021 | $376,000 | +31.0% | 13,874 | +33.4% | 0.01% | +7.7% |
Q4 2020 | $287,000 | +137.2% | 10,397 | +134.4% | 0.01% | +160.0% |
Q3 2020 | $121,000 | +175.0% | 4,435 | +171.3% | 0.01% | +150.0% |
Q2 2020 | $44,000 | +41.9% | 1,635 | +36.2% | 0.00% | 0.0% |
Q1 2020 | $31,000 | +93.8% | 1,200 | +84.6% | 0.00% | +100.0% |
Q4 2019 | $16,000 | – | 650 | – | 0.00% | – |
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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% |