Peloton Wealth Strategists - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 27 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Peloton Wealth Strategists ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293
-3.0%
12,0000.0%0.14%
+0.7%
Q2 2023$302
-1.6%
12,0000.0%0.13%
-4.3%
Q1 2023$307
+2.0%
12,0000.0%0.14%
-3.4%
Q4 2022$301
-99.9%
12,0000.0%0.14%
-4.0%
Q3 2022$290,000
-3.3%
12,0000.0%0.15%
+3.4%
Q2 2022$300,000
-2.0%
12,0000.0%0.15%
+14.1%
Q1 2022$306,000
-6.4%
12,0000.0%0.13%
-2.3%
Q4 2021$327,0000.0%12,0000.0%0.13%
-2.2%
Q3 2021$327,000
-0.6%
12,0000.0%0.13%
-1.5%
Q2 2021$329,000
+0.9%
12,0000.0%0.14%
-11.1%
Q1 2021$326,000
-15.5%
12,000
-14.3%
0.15%
-19.9%
Q4 2020$386,000
+1.0%
14,0000.0%0.19%
-10.7%
Q3 2020$382,000
+0.8%
14,0000.0%0.21%
-10.5%
Q2 2020$379,000
+3.3%
14,0000.0%0.24%
-20.1%
Q1 2020$367,000
+10.2%
14,000
+16.7%
0.30%
+48.0%
Q4 2019$333,000
+22.4%
12,000
+20.0%
0.20%
+11.0%
Q2 2019$272,00010,0000.18%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 177,637$4,457,8001.61%
HENGEHOLD CAPITAL MANAGEMENT LLC 372,816$9,355,8181.30%
Heartwood Wealth Advisors LLC 173,300$4,348,9640.68%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 573,003$14,379,5100.54%
Royal Harbor Partners, LLC 32,540$816,5910.50%
Signature Wealth Management Group 34,383$862,8420.42%
CLIENT 1ST ADVISORY GROUP, LLC 21,912$549,8820.32%
Garden State Investment Advisory Services LLC 19,072$478,6030.28%
Paradigm, Strategies in Wealth Management, LLC 9,514$238,7540.21%
Cornell Pochily Investment Advisors, Inc. 18,686$468,9310.21%
View complete list of ISHARES TR shareholders