ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,771 | -34.3% | 15,558 | -32.3% | 0.04% | -33.3% |
| Q2 2023 | $578,076 | -1.7% | 22,976 | 0.0% | 0.05% | -5.3% |
| Q1 2023 | $588,186 | +2.0% | 22,976 | 0.0% | 0.06% | -3.4% |
| Q4 2022 | $576,583 | +47.1% | 22,976 | +41.6% | 0.06% | +37.2% |
| Q3 2022 | $392,000 | -3.4% | 16,222 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $406,000 | -1.7% | 16,222 | 0.0% | 0.04% | +12.8% |
| Q1 2022 | $413,000 | +14.1% | 16,222 | +22.1% | 0.04% | +11.4% |
| Q4 2021 | $362,000 | – | 13,282 | – | 0.04% | – |
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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% |