ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 2 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,085,000 | +16.5% | 41,799 | +16.4% | 0.02% | +20.0% |
| Q2 2022 | $931,000 | -26.2% | 35,921 | -26.2% | 0.02% | +17.6% |
| Q1 2022 | $1,262,000 | +47.4% | 48,673 | +48.1% | 0.02% | -22.7% |
| Q4 2021 | $856,000 | -47.5% | 32,859 | -47.1% | 0.02% | -62.1% |
| Q2 2021 | $1,632,000 | -0.1% | 62,136 | +0.2% | 0.06% | -42.0% |
| Q1 2021 | $1,634,000 | +0.2% | 61,985 | +0.2% | 0.10% | -10.7% |
| Q4 2020 | $1,631,000 | -0.2% | 61,875 | +0.4% | 0.11% | -29.1% |
| Q3 2020 | $1,634,000 | +0.7% | 61,637 | +0.3% | 0.16% | -3.1% |
| Q2 2020 | $1,623,000 | +8.3% | 61,472 | +6.6% | 0.16% | -31.8% |
| Q1 2020 | $1,498,000 | – | 57,664 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |