ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 46 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,710 | +13.5% | 33,335 | +17.0% | 0.00% | 0.0% |
| Q2 2023 | $717,129 | +10.8% | 28,503 | +12.8% | 0.00% | 0.0% |
| Q1 2023 | $646,978 | +9.6% | 25,273 | +7.5% | 0.00% | 0.0% |
| Q4 2022 | $590,214 | +169.5% | 23,519 | +159.8% | 0.00% | – |
| Q3 2022 | $219,000 | -27.0% | 9,054 | -24.5% | 0.00% | – |
| Q2 2022 | $300,000 | -9.1% | 11,997 | -7.4% | 0.00% | – |
| Q1 2022 | $330,000 | -41.1% | 12,956 | -36.9% | 0.00% | – |
| Q4 2021 | $560,000 | +3.9% | 20,543 | +3.7% | 0.00% | – |
| Q3 2021 | $539,000 | +5.9% | 19,811 | +6.6% | 0.00% | – |
| Q2 2021 | $509,000 | +5.4% | 18,582 | +4.6% | 0.00% | – |
| Q1 2021 | $483,000 | +3.2% | 17,771 | +4.7% | 0.00% | -100.0% |
| Q4 2020 | $468,000 | +8.3% | 16,969 | +7.2% | 0.00% | 0.0% |
| Q3 2020 | $432,000 | +0.7% | 15,835 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $429,000 | -19.1% | 15,843 | -21.6% | 0.00% | 0.0% |
| Q1 2020 | $530,000 | +131.4% | 20,213 | +130.8% | 0.00% | – |
| Q4 2019 | $229,000 | – | 8,758 | – | 0.00% | – |
Download | ||||||
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% |