ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 83 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,455 | +4.9% | 135 | 0.0% | 0.00% | – |
| Q3 2023 | $3,295 | -3.0% | 135 | 0.0% | 0.00% | – |
| Q2 2023 | $3,397 | -99.3% | 135 | -99.3% | 0.00% | -100.0% |
| Q1 2023 | $480,717 | -44.4% | 18,778 | -44.7% | 0.02% | -45.5% |
| Q1 2022 | $865,000 | -5.8% | 33,954 | +0.7% | 0.03% | -2.9% |
| Q4 2021 | $918,000 | +30.0% | 33,704 | +30.0% | 0.03% | +17.2% |
| Q3 2021 | $706,000 | +4.9% | 25,933 | +5.7% | 0.03% | 0.0% |
| Q2 2021 | $673,000 | +0.7% | 24,529 | -0.3% | 0.03% | -6.5% |
| Q1 2021 | $668,000 | +189.2% | 24,603 | +194.5% | 0.03% | +158.3% |
| Q4 2020 | $231,000 | +5.5% | 8,353 | +4.1% | 0.01% | -7.7% |
| Q3 2020 | $219,000 | -10.2% | 8,025 | -11.0% | 0.01% | -18.8% |
| Q2 2020 | $244,000 | – | 9,020 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 447,431 | $12,181,000 | 1.90% |
| Praetorian Wealth Management, Inc. | 85,645 | $2,332,000 | 0.79% |
| CGN Advisors LLC | 32,888 | $895,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $327,000 | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 240,582 | $6,550,000 | 0.09% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 86,258 | $2,348,000 | 0.09% |
| WRAPMANAGER INC | 12,617 | $343,000 | 0.09% |
| Archford Capital Strategies, LLC | 10,588 | $288,000 | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 178,626 | $4,863,000 | 0.04% |
| First National Bank of South Miami | 1,642 | $45,000 | 0.03% |