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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,153,308 | +2.9% | 88,214 | +6.1% | 0.00% | 0.0% |
Q2 2023 | $2,091,708 | -0.5% | 83,136 | +1.3% | 0.00% | 0.0% |
Q1 2023 | $2,101,839 | +112.7% | 82,103 | +108.5% | 0.00% | +200.0% |
Q4 2022 | $988,390 | +61.8% | 39,386 | +55.9% | 0.00% | 0.0% |
Q3 2022 | $611,000 | +86.3% | 25,262 | +92.5% | 0.00% | 0.0% |
Q2 2022 | $328,000 | +6.1% | 13,121 | +8.3% | 0.00% | – |
Q1 2022 | $309,000 | -6.4% | 12,121 | 0.0% | 0.00% | -100.0% |
Q4 2021 | $330,000 | +71.0% | 12,121 | +71.0% | 0.00% | – |
Q3 2021 | $193,000 | -0.5% | 7,088 | 0.0% | 0.00% | – |
Q2 2021 | $194,000 | +288.0% | 7,088 | +287.5% | 0.00% | – |
Q1 2021 | $50,000 | 0.0% | 1,829 | 0.0% | 0.00% | – |
Q4 2020 | $50,000 | 0.0% | 1,829 | 0.0% | 0.00% | – |
Q3 2020 | $50,000 | – | 1,829 | – | 0.00% | – |
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% |