ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 59 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,336 | -43.6% | 14,557 | -41.6% | 0.07% | -40.8% |
| Q2 2023 | $630,185 | +74.6% | 24,943 | +77.5% | 0.12% | +60.0% |
| Q1 2023 | $360,996 | +2.8% | 14,052 | +0.5% | 0.08% | -7.4% |
| Q4 2022 | $351,054 | +17.4% | 13,989 | +13.1% | 0.08% | +5.2% |
| Q3 2022 | $299,000 | -3.5% | 12,374 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $310,000 | +0.3% | 12,374 | +1.7% | 0.08% | +13.0% |
| Q1 2022 | $309,000 | +6.2% | 12,163 | +13.8% | 0.07% | +3.0% |
| Q4 2021 | $291,000 | +1.0% | 10,691 | +1.0% | 0.07% | -1.5% |
| Q3 2021 | $288,000 | -0.7% | 10,588 | 0.0% | 0.07% | -6.8% |
| Q2 2021 | $290,000 | +31.8% | 10,588 | +31.9% | 0.07% | +25.9% |
| Q1 2021 | $220,000 | – | 8,026 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 177,637 | $4,457,800 | 1.61% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,816 | $9,355,818 | 1.30% |
| Heartwood Wealth Advisors LLC | 173,300 | $4,348,964 | 0.68% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 573,003 | $14,379,510 | 0.54% |
| Royal Harbor Partners, LLC | 32,540 | $816,591 | 0.50% |
| Signature Wealth Management Group | 34,383 | $862,842 | 0.42% |
| CLIENT 1ST ADVISORY GROUP, LLC | 21,912 | $549,882 | 0.32% |
| Garden State Investment Advisory Services LLC | 19,072 | $478,603 | 0.28% |
| Paradigm, Strategies in Wealth Management, LLC | 9,514 | $238,754 | 0.21% |
| Cornell Pochily Investment Advisors, Inc. | 18,686 | $468,931 | 0.21% |