ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 83 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48 | -5.9% | 2,004 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51 | -1.9% | 2,004 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $52 | +4.0% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $50 | -99.9% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $48,000 | -4.0% | 2,004 | 0.0% | 0.01% | -28.6% |
| Q2 2022 | $50,000 | -3.8% | 2,004 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $52,000 | -3.7% | 2,004 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $54,000 | 0.0% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | 0.0% | 2,004 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $54,000 | -3.6% | 2,004 | 0.0% | 0.01% | -27.3% |
| Q4 2020 | $56,000 | +3.7% | 2,004 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $54,000 | -75.8% | 2,004 | -76.5% | 0.01% | -81.8% |
| Q1 2020 | $223,000 | +2687.5% | 8,530 | +2831.3% | 0.07% | +3200.0% |
| Q4 2019 | $8,000 | – | 291 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 447,431 | $12,181,000 | 1.90% |
| Praetorian Wealth Management, Inc. | 85,645 | $2,332,000 | 0.79% |
| CGN Advisors LLC | 32,888 | $895,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $327,000 | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 240,582 | $6,550,000 | 0.09% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 86,258 | $2,348,000 | 0.09% |
| WRAPMANAGER INC | 12,617 | $343,000 | 0.09% |
| Archford Capital Strategies, LLC | 10,588 | $288,000 | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 178,626 | $4,863,000 | 0.04% |
| First National Bank of South Miami | 1,642 | $45,000 | 0.03% |