ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 35 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,533 | -3.0% | 12,189 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $306,675 | +0.1% | 12,189 | +1.9% | 0.00% | -20.0% |
| Q1 2023 | $306,304 | +47462.7% | 11,965 | -53.4% | 0.01% | -50.0% |
| Q4 2022 | $644 | -100.0% | 25,668 | -89.9% | 0.01% | -90.3% |
| Q3 2022 | $6,155,000 | -6.7% | 254,405 | -3.5% | 0.10% | 0.0% |
| Q2 2022 | $6,600,000 | -0.3% | 263,703 | +1.5% | 0.10% | +10.8% |
| Q1 2022 | $6,617,000 | -1.5% | 259,810 | +5.4% | 0.09% | +4.5% |
| Q4 2021 | $6,716,000 | +2.5% | 246,489 | +2.5% | 0.09% | -3.3% |
| Q3 2021 | $6,550,000 | +1.5% | 240,582 | +2.2% | 0.09% | +7.0% |
| Q2 2021 | $6,452,000 | +9.6% | 235,314 | +8.6% | 0.09% | +3.6% |
| Q1 2021 | $5,886,000 | +5.6% | 216,701 | +7.3% | 0.08% | 0.0% |
| Q4 2020 | $5,576,000 | +0.9% | 202,002 | -0.2% | 0.08% | -7.8% |
| Q3 2020 | $5,526,000 | +3.2% | 202,470 | +2.5% | 0.09% | +1.1% |
| Q2 2020 | $5,354,000 | +0.8% | 197,624 | -2.4% | 0.09% | -11.9% |
| Q1 2020 | $5,313,000 | +5.1% | 202,464 | +4.8% | 0.10% | +27.8% |
| Q3 2019 | $5,056,000 | – | 193,119 | – | 0.08% | – |
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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% |