ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 45 filers reported holding ISHARES TR in Q1 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 110,358 | $2,693,845 | 2.67% |
| Praetorian Wealth Management, Inc. | 216,100 | $5,275,001 | 1.68% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 374,938 | $9,152,237 | 1.19% |
| Heartwood Wealth Advisors LLC | 206,216 | $5,033,733 | 0.74% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 633,652 | $15,467,445 | 0.54% |
| Royal Harbor Partners, LLC | 37,113 | $905,928 | 0.47% |
| Garden State Investment Advisory Services LLC | 38,524 | $940,370 | 0.43% |
| Evergreen Wealth Solutions, LLC | 16,497 | $402,691 | 0.41% |
| Kathmere Capital Management, LLC | 107,119 | $2,614,775 | 0.39% |
| Hills Bank & Trust Co | 121,532 | $2,966,596 | 0.34% |