ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 34 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $232,033 | -2.5% | 9,246 | -5.7% | 0.01% | 0.0% |
| Q3 2022 | $238,000 | -2.1% | 9,800 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $243,000 | +11.0% | 9,730 | +13.2% | 0.01% | +66.7% |
| Q1 2022 | $219,000 | -5.6% | 8,593 | +0.8% | 0.00% | -50.0% |
| Q4 2021 | $232,000 | -22.9% | 8,529 | -22.7% | 0.01% | -14.3% |
| Q3 2021 | $301,000 | -1.0% | 11,040 | -0.4% | 0.01% | -36.4% |
| Q2 2021 | $304,000 | +1.0% | 11,081 | +0.2% | 0.01% | -38.9% |
| Q1 2021 | $301,000 | -1.3% | 11,063 | +0.1% | 0.02% | -14.3% |
| Q4 2020 | $305,000 | +1.3% | 11,051 | +0.2% | 0.02% | -27.6% |
| Q3 2020 | $301,000 | +8.7% | 11,024 | +7.9% | 0.03% | +3.6% |
| Q2 2020 | $277,000 | -5.1% | 10,217 | -8.4% | 0.03% | -40.4% |
| Q1 2020 | $292,000 | – | 11,160 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 447,431 | $12,181,000 | 1.90% |
| Praetorian Wealth Management, Inc. | 85,645 | $2,332,000 | 0.79% |
| CGN Advisors LLC | 32,888 | $895,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $327,000 | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 240,582 | $6,550,000 | 0.09% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 86,258 | $2,348,000 | 0.09% |
| WRAPMANAGER INC | 12,617 | $343,000 | 0.09% |
| Archford Capital Strategies, LLC | 10,588 | $288,000 | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 178,626 | $4,863,000 | 0.04% |
| First National Bank of South Miami | 1,642 | $45,000 | 0.03% |