ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 46 filers reported holding ISHARES TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |