ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 44 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $842,000 | -19.3% | 33,070 | -13.7% | 0.21% | -22.8% |
| Q4 2021 | $1,044,000 | +16.6% | 38,306 | +16.5% | 0.27% | -6.8% |
| Q3 2021 | $895,000 | +5.4% | 32,888 | +6.1% | 0.29% | +9.0% |
| Q2 2021 | $849,000 | +6.0% | 30,983 | +5.1% | 0.27% | -6.9% |
| Q1 2021 | $801,000 | +23.8% | 29,478 | +25.7% | 0.29% | +11.2% |
| Q4 2020 | $647,000 | – | 23,444 | – | 0.26% | – |
Download | ||||||
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% |