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 | $509,925 | +6.0% | 20,890 | +9.3% | 0.06% | +9.8% |
| Q2 2023 | $480,933 | +10.4% | 19,115 | +12.3% | 0.05% | +2.0% |
| Q1 2023 | $435,584 | +10.6% | 17,015 | +8.4% | 0.05% | +6.4% |
| Q4 2022 | $393,741 | -4.4% | 15,690 | -7.9% | 0.05% | -11.3% |
| Q3 2022 | $412,000 | -6.8% | 17,040 | -3.4% | 0.05% | -1.9% |
| Q2 2022 | $442,000 | +6.0% | 17,640 | +7.8% | 0.05% | +20.0% |
| Q1 2022 | $417,000 | +11.5% | 16,365 | +19.1% | 0.04% | +9.8% |
| Q4 2021 | $374,000 | – | 13,740 | – | 0.04% | – |
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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% |