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% | – |
Download | ||||||
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% |