ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 39 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,427 | -4.4% | 12,963 | -1.4% | 0.10% | 0.0% |
| Q2 2023 | $330,854 | -13.8% | 13,150 | -12.3% | 0.10% | -14.4% |
| Q1 2023 | $383,693 | +101675.3% | 14,988 | -0.1% | 0.12% | -2.5% |
| Q4 2022 | $377 | -99.9% | 15,004 | +23.7% | 0.12% | +22.2% |
| Q3 2022 | $293,000 | -5.2% | 12,127 | -1.8% | 0.10% | +3.1% |
| Q2 2022 | $309,000 | -2.5% | 12,355 | -0.9% | 0.10% | +12.9% |
| Q1 2022 | $317,000 | -7.8% | 12,462 | -1.2% | 0.08% | -1.2% |
| Q4 2021 | $344,000 | +0.3% | 12,617 | 0.0% | 0.09% | -4.4% |
| Q3 2021 | $343,000 | -2.3% | 12,617 | -1.4% | 0.09% | 0.0% |
| Q2 2021 | $351,000 | +1.2% | 12,791 | 0.0% | 0.09% | -6.2% |
| Q1 2021 | $347,000 | -3.6% | 12,791 | -2.0% | 0.10% | -8.6% |
| Q4 2020 | $360,000 | – | 13,057 | – | 0.10% | – |
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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% |