ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 34 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,628,000 | +86.1% | 435,394 | +91.7% | 0.02% | +81.8% |
| Q2 2023 | $5,711,000 | +3.0% | 227,071 | +4.8% | 0.01% | -8.3% |
| Q1 2023 | $5,543,000 | -1.0% | 216,617 | -2.9% | 0.01% | -7.7% |
| Q4 2022 | $5,601,000 | -4.2% | 223,165 | -7.7% | 0.01% | -18.8% |
| Q3 2022 | $5,844,000 | -7.7% | 241,673 | -4.5% | 0.02% | 0.0% |
| Q2 2022 | $6,330,000 | -1.6% | 252,968 | +0.2% | 0.02% | +14.3% |
| Q1 2022 | $6,434,000 | -6.5% | 252,568 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $6,880,000 | +150.9% | 252,568 | +150.8% | 0.02% | +114.3% |
| Q3 2021 | $2,742,000 | +103.9% | 100,698 | +105.5% | 0.01% | +75.0% |
| Q2 2021 | $1,345,000 | +34.2% | 49,005 | +32.8% | 0.00% | +33.3% |
| Q1 2021 | $1,002,000 | +185.5% | 36,903 | +190.2% | 0.00% | +200.0% |
| Q4 2020 | $351,000 | – | 12,716 | – | 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% |