ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 2 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $350,000 | 0.0% | 13,500 | 0.0% | 0.18% | +6.4% |
| Q2 2022 | $350,000 | 0.0% | 13,500 | 0.0% | 0.17% | +17.1% |
| Q1 2022 | $350,000 | -0.6% | 13,500 | 0.0% | 0.15% | +3.5% |
| Q4 2021 | $352,000 | -0.3% | 13,500 | 0.0% | 0.14% | -2.8% |
| Q3 2021 | $353,000 | -0.6% | 13,500 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $355,000 | -23.0% | 13,500 | -22.9% | 0.15% | -32.7% |
| Q1 2021 | $461,000 | 0.0% | 17,500 | 0.0% | 0.22% | -4.8% |
| Q4 2020 | $461,000 | -0.6% | 17,500 | 0.0% | 0.23% | -12.3% |
| Q3 2020 | $464,000 | -5.1% | 17,500 | -5.4% | 0.26% | -15.6% |
| Q2 2020 | $489,000 | +7.5% | 18,500 | +5.7% | 0.31% | -17.0% |
| Q1 2020 | $455,000 | -0.7% | 17,500 | 0.0% | 0.37% | +33.5% |
| Q4 2019 | $458,000 | +20.8% | 17,500 | +20.7% | 0.28% | +14.9% |
| Q3 2019 | $379,000 | – | 14,500 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |