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 | $157 | +72.5% | 6,443 | +77.6% | 0.01% | +100.0% |
Q2 2023 | $91 | +116.7% | 3,628 | +122.9% | 0.00% | +50.0% |
Q1 2023 | $42 | -86.8% | 1,628 | -87.2% | 0.00% | -85.7% |
Q4 2022 | $319 | -99.9% | 12,716 | +39.3% | 0.01% | +27.3% |
Q3 2022 | $221,000 | +11.6% | 9,129 | +15.6% | 0.01% | +10.0% |
Q2 2022 | $198,000 | 0.0% | 7,900 | +1.6% | 0.01% | +11.1% |
Q1 2022 | $198,000 | -9.2% | 7,776 | -3.0% | 0.01% | -10.0% |
Q4 2021 | $218,000 | +11.2% | 8,015 | +11.6% | 0.01% | 0.0% |
Q3 2021 | $196,000 | +14.0% | 7,181 | +14.7% | 0.01% | +11.1% |
Q2 2021 | $172,000 | +123.4% | 6,261 | +120.3% | 0.01% | +125.0% |
Q1 2021 | $77,000 | -68.7% | 2,842 | -68.1% | 0.00% | -73.3% |
Q4 2020 | $246,000 | +2.5% | 8,921 | +1.3% | 0.02% | -6.2% |
Q3 2020 | $240,000 | +86.0% | 8,805 | +85.6% | 0.02% | +77.8% |
Q2 2020 | $129,000 | -7.2% | 4,744 | -10.2% | 0.01% | -25.0% |
Q1 2020 | $139,000 | +1.5% | 5,285 | +1.1% | 0.01% | +20.0% |
Q4 2019 | $137,000 | -4.2% | 5,229 | -4.4% | 0.01% | -9.1% |
Q3 2019 | $143,000 | – | 5,471 | – | 0.01% | – |
Download |
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% |