ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 45 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,231,953 | -45.1% | 91,436 | -43.4% | 0.00% | 0.0% |
| Q2 2023 | $4,066,988 | -28.4% | 161,645 | -27.2% | 0.00% | -50.0% |
| Q1 2023 | $5,683,405 | +263.4% | 222,008 | +256.3% | 0.00% | +100.0% |
| Q4 2022 | $1,563,770 | -48.6% | 62,314 | -50.4% | 0.00% | 0.0% |
| Q3 2022 | $3,042,000 | -85.7% | 125,734 | -85.2% | 0.00% | -88.9% |
| Q2 2022 | $21,216,000 | +880.9% | 847,628 | +897.9% | 0.01% | +800.0% |
| Q1 2022 | $2,163,000 | +172.8% | 84,942 | +191.7% | 0.00% | – |
| Q3 2021 | $793,000 | -28.4% | 29,124 | -28.6% | 0.00% | -100.0% |
| Q1 2021 | $1,108,000 | -55.2% | 40,801 | -54.5% | 0.00% | 0.0% |
| Q4 2020 | $2,474,000 | +210.8% | 89,635 | +207.4% | 0.00% | – |
| Q3 2020 | $796,000 | -34.8% | 29,157 | -35.2% | 0.00% | -100.0% |
| Q2 2020 | $1,220,000 | -81.9% | 45,026 | -82.4% | 0.00% | -85.7% |
| Q1 2020 | $6,732,000 | +232.1% | 256,545 | +231.0% | 0.01% | +133.3% |
| Q4 2019 | $2,027,000 | +225.4% | 77,511 | +225.8% | 0.00% | +200.0% |
| Q3 2019 | $623,000 | -44.4% | 23,790 | -45.3% | 0.00% | -50.0% |
| Q2 2019 | $1,121,000 | – | 43,499 | – | 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% |