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 | $293 | -3.0% | 12,000 | 0.0% | 0.14% | +0.7% |
| Q2 2023 | $302 | -1.6% | 12,000 | 0.0% | 0.13% | -4.3% |
| Q1 2023 | $307 | +2.0% | 12,000 | 0.0% | 0.14% | -3.4% |
| Q4 2022 | $301 | -99.9% | 12,000 | 0.0% | 0.14% | -4.0% |
| Q3 2022 | $290,000 | -3.3% | 12,000 | 0.0% | 0.15% | +3.4% |
| Q2 2022 | $300,000 | -2.0% | 12,000 | 0.0% | 0.15% | +14.1% |
| Q1 2022 | $306,000 | -6.4% | 12,000 | 0.0% | 0.13% | -2.3% |
| Q4 2021 | $327,000 | 0.0% | 12,000 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $327,000 | -0.6% | 12,000 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $329,000 | +0.9% | 12,000 | 0.0% | 0.14% | -11.1% |
| Q1 2021 | $326,000 | -15.5% | 12,000 | -14.3% | 0.15% | -19.9% |
| Q4 2020 | $386,000 | +1.0% | 14,000 | 0.0% | 0.19% | -10.7% |
| Q3 2020 | $382,000 | +0.8% | 14,000 | 0.0% | 0.21% | -10.5% |
| Q2 2020 | $379,000 | +3.3% | 14,000 | 0.0% | 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 | $272,000 | – | 10,000 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 431,375 | $11,716,000 | 1.88% |
| Praetorian Wealth Management, Inc. | 45,872 | $1,245,000 | 0.44% |
| CGN Advisors LLC | 29,478 | $801,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $326,000 | 0.15% |
| WRAPMANAGER INC | 12,791 | $347,000 | 0.10% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 74,921 | $2,035,000 | 0.10% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 216,701 | $5,886,000 | 0.08% |
| Archford Capital Strategies, LLC | 8,026 | $220,000 | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 184,966 | $5,024,000 | 0.05% |
| Retirement Group, LLC | 3,072 | $83,000 | 0.04% |