ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 22 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,711 | +7.4% | 33,540 | +10.7% | 0.05% | +12.2% |
| Q2 2023 | $762,600 | +0.7% | 30,310 | +2.5% | 0.04% | -4.7% |
| Q1 2023 | $757,248 | +17.5% | 29,580 | +15.2% | 0.04% | +13.2% |
| Q4 2022 | $644,314 | +17.8% | 25,675 | +13.5% | 0.04% | +8.6% |
| Q3 2022 | $547,000 | +2.2% | 22,625 | +5.9% | 0.04% | +9.4% |
| Q2 2022 | $535,000 | -18.6% | 21,355 | -17.2% | 0.03% | -3.0% |
| Q1 2022 | $657,000 | -1.5% | 25,800 | +5.5% | 0.03% | +3.1% |
| Q4 2021 | $667,000 | +44.4% | 24,465 | +44.1% | 0.03% | +33.3% |
| Q3 2021 | $462,000 | +17.6% | 16,980 | +18.4% | 0.02% | +14.3% |
| Q2 2021 | $393,000 | +61.1% | 14,345 | +59.5% | 0.02% | +50.0% |
| Q1 2021 | $244,000 | -9.0% | 8,995 | -7.4% | 0.01% | -12.5% |
| Q4 2020 | $268,000 | -5.6% | 9,715 | -6.6% | 0.02% | -15.8% |
| Q3 2020 | $284,000 | +108.8% | 10,405 | +107.1% | 0.02% | +90.0% |
| Q2 2020 | $136,000 | +288.6% | 5,025 | +279.2% | 0.01% | +233.3% |
| Q1 2020 | $35,000 | – | 1,325 | – | 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% |