Rockefeller Capital Management L.P. - ISHARES TR ownership

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
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$248,228
+266811.8%
10,169
+172.0%
0.00%
Q4 2022$93
-99.9%
3,738
+0.5%
0.00%
Q3 2022$90,000
+429.4%
3,720
+440.7%
0.00%
Q2 2022$17,0000.0%688
+0.3%
0.00%
Q1 2022$17,000
-5.6%
686
+0.1%
0.00%
Q4 2021$18,000
-18.2%
685
-17.7%
0.00%
Q3 2021$22,000
+22.2%
832
+25.3%
0.00%
Q2 2021$18,0000.0%664
+0.2%
0.00%
Q1 2021$18,0006630.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 216,550$5,448,3981.68%
HENGEHOLD CAPITAL MANAGEMENT LLC 375,620$9,450,6001.25%
Heartwood Wealth Advisors LLC 200,451$5,043,3470.72%
Evergreen Wealth Solutions, LLC 20,612$518,6020.52%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 605,617$15,237,3240.50%
Royal Harbor Partners, LLC 40,697$1,023,9370.50%
Signature Wealth Management Group 39,740$999,8580.47%
Garden State Investment Advisory Services LLC 33,831$851,1690.34%
Gateway Advisory, LLC 57,836$1,455,1640.31%
CLIENT 1ST ADVISORY GROUP, LLC 21,912$551,3060.29%
View complete list of ISHARES TR shareholders