ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 39 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,275,001 | -3.2% | 216,100 | -0.2% | 1.68% | -0.4% |
Q2 2023 | $5,448,398 | +1.1% | 216,550 | +2.8% | 1.68% | -3.9% |
Q1 2023 | $5,390,208 | +20.9% | 210,555 | +18.5% | 1.75% | +9.1% |
Q4 2022 | $4,457,800 | +24.4% | 177,637 | +19.9% | 1.61% | +19.6% |
Q3 2022 | $3,583,000 | +4.6% | 148,143 | +8.3% | 1.34% | +6.8% |
Q2 2022 | $3,425,000 | +11.5% | 136,848 | +13.5% | 1.26% | +20.3% |
Q1 2022 | $3,072,000 | +20.7% | 120,618 | +29.1% | 1.05% | +26.6% |
Q4 2021 | $2,545,000 | +9.1% | 93,448 | +9.1% | 0.83% | +4.6% |
Q3 2021 | $2,332,000 | +4.6% | 85,645 | +5.3% | 0.79% | +6.0% |
Q2 2021 | $2,230,000 | +79.1% | 81,346 | +77.3% | 0.74% | +69.7% |
Q1 2021 | $1,245,000 | +94.8% | 45,872 | +97.9% | 0.44% | +79.9% |
Q4 2020 | $639,000 | – | 23,183 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Heartwood Wealth Advisors LLC | 431,375 | $11,716,000 | 1.88% |
Praetorian Wealth Management, Inc. | 45,872 | $1,245,000 | 0.44% |
CGN Advisors LLC | 29,478 | $801,000 | 0.29% |
Peloton Wealth Strategists | 12,000 | $326,000 | 0.15% |
WRAPMANAGER INC | 12,791 | $347,000 | 0.10% |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 74,921 | $2,035,000 | 0.10% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 216,701 | $5,886,000 | 0.08% |
Archford Capital Strategies, LLC | 8,026 | $220,000 | 0.06% |
CAPTRUST FINANCIAL ADVISORS | 184,966 | $5,024,000 | 0.05% |
Retirement Group, LLC | 3,072 | $83,000 | 0.04% |