Institute for Wealth Management, LLC. - PROSHARES TR ownership

PROSHARES TR's ticker is UWM and the CUSIP is 74347R842. A total of 51 filers reported holding PROSHARES TR in Q4 2021. The put-call ratio across all filers is 1.92 and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of PROSHARES TR
ValueSharesWeighting
Q4 2022$915,179
+5.7%
29,389
-2.3%
0.19%
-1.0%
Q3 2022$866,000
-6.9%
30,0950.0%0.19%
+6.0%
Q2 2022$930,000
-33.4%
30,0950.0%0.18%
-19.0%
Q1 2022$1,397,000
-16.8%
30,095
-0.5%
0.23%
-17.5%
Q4 2021$1,680,000
+2.4%
30,261
-0.3%
0.27%
-4.9%
Q3 2021$1,640,000
-10.1%
30,349
-0.4%
0.29%
-10.0%
Q2 2021$1,824,000
+6.4%
30,469
+98.7%
0.32%
-1.8%
Q1 2021$1,714,000
+3.4%
15,333
-17.1%
0.33%
-0.9%
Q4 2020$1,657,000
+69.4%
18,4900.0%0.33%
+47.5%
Q3 2020$978,000
+7.8%
18,490
-1.0%
0.22%
+0.5%
Q2 2020$907,000
+46.8%
18,670
-0.7%
0.22%
+16.2%
Q1 2020$618,000
-60.9%
18,811
-8.4%
0.19%
-46.5%
Q4 2019$1,582,000
+19.4%
20,547
-0.1%
0.36%
+6.9%
Q3 2019$1,325,000
-6.6%
20,558
-0.3%
0.33%
+6.4%
Q2 2019$1,419,000
-0.2%
20,612
-2.2%
0.31%
+1.6%
Q1 2019$1,422,000
+26.1%
21,085
-2.6%
0.31%
-33.3%
Q4 2018$1,128,000
-37.2%
21,639
+1.5%
0.46%
-23.6%
Q3 2018$1,795,000
+10.1%
21,317
+4.2%
0.61%
+16.8%
Q2 2018$1,630,000
+18.1%
20,465
+4.0%
0.52%
+27.5%
Q1 2018$1,380,000
-3.8%
19,687
-3.3%
0.41%
+23.0%
Q4 2017$1,435,000
+3.5%
20,360
-2.1%
0.33%
-26.6%
Q3 2017$1,387,000
+9.7%
20,792
+98.0%
0.45%
+29.6%
Q2 2017$1,264,00010,5020.35%
Other shareholders
PROSHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
BARD ASSOCIATES INC 20,825$629,5400.26%
Forefront Analytics, LLC 14,501$438,3560.25%
Capital Investment Counsel, Inc 29,890$903,5750.18%
Windsor Wealth Management, Inc. 26,036$7870.14%
Harvest Investment Services, LLC 7,085$214,1800.14%
Cassaday & Co Wealth Management LLC 67,888$2,052,2550.09%
TOTH FINANCIAL ADVISORY CORP 15,095$456,3230.07%
Fort Point Capital Partners LLC 9,766$295,2180.04%
Tower Research Capital LLC (TRC) 39,503$1,194,1760.04%
SP Asset Management LLC 10,592$320,1960.04%
View complete list of PROSHARES TR shareholders